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) 817-7109

Revenue

$14.2 Million

Industry

Finance Insurance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Alliance Advisory Group Org Chart

PhoneEmail
BO
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Principal Owner-President I Chief Financial O...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Alliance Advisory Group

$14.2M
51-200
Private
<$5M
1979
BO
Barbara O'NeillPrincipal Owner-President I Chief Financial Officer
$121.2M
201-500
Private
-
1980
NP
Nathan PerlmutterPresident, CEO
$86.1M
51-200
Private
<$5M
1986
$77.3M
201-500
Private
-
1977
AM
Adam MarxManaging Director
$14.1M
51-200
Private
-
2001
N/A
$7.6M
51-200
Private
<$5M
2006
Illustration of an envelope

Alliance Advisory Group Tech Stack

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Frequently Asked Questions Regarding Alliance Advisory Group

What is Alliance Advisory Group's official website?
Alliance Advisory Group's official website is www.allianceadvisorygroup.com
What is Alliance Advisory Group's Revenue?
Alliance Advisory Group's revenue is $14.2 Million
What is Alliance Advisory Group's SIC code?
Alliance Advisory Group's SIC: 62,628
What is Alliance Advisory Group's NAICS code?
Alliance Advisory Group's NAICS: 52,523
How many employees does Alliance Advisory Group have?
Alliance Advisory Group has 51-200 employees
What industry does Alliance Advisory Group belong to?
Alliance Advisory Group is in the industry of: Finance, Insurance, Securities Trading
What is Alliance Advisory Group competition?
Alliance Advisory Group top competitors include: Alliance Financial Group, The Allen Financial Group, Forest Hills Financial Group NY, Certified Financial Services
What technology does Alliance Advisory Group use?
Some of the popular technologies that Alliance Advisory Group uses are: Google Universal Analytics, Mailgun, Vimeo, Google Tag Manager
Who is the CFO of Alliance Advisory Group?
Alliance Advisory Group's CFO is Barbara O'Neill
How do I contact Alliance Advisory Group?
Alliance Advisory Group contact info: Phone number: (716) 817-7109 Website: www.allianceadvisorygroup.com
What does Alliance Advisory Group do?

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... ife 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.Read More

What are Alliance Advisory Group social media links?
Alliance Advisory Group Linkedin page
Is Alliance Advisory Group a public company?
Alliance Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Alliance Advisory Group

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