Alliance Advisory Group
President & CEO
716.817.7109
inquiry@allianceadvisorygroup.com
Our company is built on a solid foundation of excellent client service and in-depth market knowledge. We strive to offer our clients meaningful strategies to meet their objectives and to provide our financial professionals with a rewarding career.
Our financial professionals believe and adhere to a protection-first philosophy which provides their clients with optimal financial balance and security.
OUR VISION.
To inspire a culture of prosperity in our communities with an unwavering focus on people.
OUR VALUES.
We serve with courage, dedication and passion.
This focus and the commitment to people is more important now than ever before and will only increase in importance as we look ahead. Other companies, inside or outside our industry, are retreating from people, whether in the form of robo-advisors or the emergence of artificial intelligence, we are doubling down on people.
This unwavering focus on people will take courage and dedication and passion. Courage in the form of standing firm on our uncommon planning philosophy or courage in the form of making that difficult phone call or courage in the form of beginning a career in a challenging profession. Dedication to you. Dedication to growth. Dedication to accountability. Dedication to your career and to your clients and dedication to your families. Passion can take many forms, whether it is love or it is enthusiasm. Passion fuels me and our vision is for it to fuel each of you to inspire a culture of prosperity in our communities.
OUR MISSION.
We attract and equip our professionals to build profitable and sustainable businesses, enabling them to positively impact the communities they serve for generations to come.
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