Press enter to activate the dialog and use the tab key to navigate through the options.

Alliance Advisory Group, Inc. Company Logo
  1. Top Workplaces
  2. Alliance Advisory Group, Inc.

Alliance Advisory Group, Inc.

Our goal at Alliance Advisory Group is to deliver superior strategies for all of the wealth building and management initiatives that are important to our clients. We work with people across a diverse range of backgrounds and experience levels to provide inspirational insight and objective guidance that ensures success across all phases of the wealth building spectrum - Accumulation, Preservation, and Distribution. By focusing on forming authentic connections that are underpinned by transparency, empowerment, and the idea that a proper plan is the best protection for your financial future, our team acts as your experienced fiduciary with a vested interest in your success.... Read more

Purpose

Our goal at Alliance Advisory Group is to deliver superior strategies for all of the wealth building and management initiatives that are important to our clients. We work with people across a diverse range of backgrounds and experience levels to provide inspirational insight and objective guidance that ensures success across all phases of the wealth building spectrum - Accumulation, Preservation, and Distribution. By focusing on forming authentic connections that are underpinned by transparency, empowerment, and the idea that a proper plan is the best protection for your financial future, our team acts as your experienced fiduciary with a vested interest in your success.... Read more

Vision

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, 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.
... Read more

Mission

We Exist To Build Strong, Prosperous Communities By Improving The Financial Lives Of Those We Serve.... Read more

Headquarters

Buffalo, NY

Employees

89 US Employees

Industry

Business Insurance

Recent Awards

  • 2021
  • 2019

Company Snapshots

Screenshot 2021-01-20 131209.png
Screenshot 2021-01-20 130239.png
Screenshot 2021-01-20 130438.png