Alliance Advisory Group
Finance · New York, United States · 51-200 Employees
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Overview
Headquarters
600 Delaware Ave, Buffalo, New York, 142...Phone Number
(716) 817-7109Revenue
$14.2 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
About Alliance Advisory Group
Alliance Advisory Group offers comprehensive financial planning and wealth management services tailored to various life stages, including retirement and business ownership. Their services encompass investment, estate, insurance, and tax planning, aiming to assist clients in achieving their financial goals. The firm is affiliated with The Guardian Life Insurance Company of America and provides securities products through Park Avenue Securities LLC. They cater to a diverse clientele, including young singles, newly married couples, empty nesters, retirees, and business owners.Explore more
Alliance Advisory Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Alliance Advisory Group
$14.2M
51-200
Private
<$5M
1979
BO
Barbara O'NeillPrincipal Owner-President I Chief Financial Officer
Company Profile Activity
Activity Insights
Alliance Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Alliance Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Alliance Advisory Group.
Alliance Advisory Group financials insights
Gather financial insights about Alliance Advisory Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Alliance Advisory Group Tech Stack
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Funding
Alliance Advisory Group has received an SBA PPP loan for $150,000-350,000 from Northwest Bank, supporting the retention of 22 jobs.
Funding
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Frequently Asked Questions Regarding Alliance Advisory Group
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Alliance Advisory Group offers comprehensive financial planning and wealth management services tailored to various life stages, including retirement and business ownership. Their services encompass investment, estate, insurance, and tax planning, aiming to assist clients in achieving their financial goals. The firm is affiliated with The Guardian L... Read More
