Alliance Wealth Management of WNY

Alliance Wealth Management of WNY Alliance Wealth Management of WNY is an independent firm that offers comprehensive Insurance and Group Retirement Plans

Alliance Wealth Management of WNY is an independent firm that offers comprehensive advice to individuals, families, and businesses. However, we are not only advisors, we are also business owners invested in our clients success. This structure provides a clear alignment of interests that allows us to effectively partner with every type of Client. Our mission is to help our clients achieve their goa

ls by providing independent, ethical, and unbiased professional guidance. Our unique process is goal based and comprehensive. We partner with you so that we can assist you in developing a financial road map to where you want to go. Being an independent firm with no carrier or product bias allows us to analyze the marketplace rather than just one carrier, or a few carriers. From there we can assist you in developing a financial road map to where you want to go. We cater to those who are serious about providing for their loved ones' futures, managing your assets so they meet your business and family's planning needs.

02/10/2026

Financial stress is no longer just a personal challenge—it’s a business one. New research reveals that growing levels of employee financial stress are directly impacting productivity, motivation, and retention, with early-career workers feeling the most significant effects.

For and advisors, the findings underscore the importance of , access to expert advice, and thoughtful plan design as essential workplace strategies.

Read more: https://www.napa-net.org/news/2026/1/why-financial-stress-is-both-a-personal-and-organizational-challenge/

02/10/2026

The early years of retirement are proving more complex—and more fragile—than many expected.

New research shows a majority of recent retirees have regrets about how they saved, are struggling to stay on budget, and are reacting to market volatility in real time.

For plan sponsors and advisors, the findings reinforce why early engagement, realistic planning, and income-focused strategies matter long before—and well after—the retirement date.

Read more: https://www.napa-net.org/news/2026/2/why-recent-retirees-regret-their-retirement-savings-decisions/

It's that time of the year where Medicare beneficiaries are getting bombarded with mailers and phone calls.If you don't ...
10/04/2024

It's that time of the year where Medicare beneficiaries are getting bombarded with mailers and phone calls.

If you don't have Medicare, you likely know someone who does.

We represent multiple insurance companies, but our loyalty is always to our clients.

There are a lot of changes for 2025. Many plans are terminating and you may be without additional coverage as of January 1st.!

Without boring you on those changes, please feel to reach out if you have any questions or simply want to review what you have.

You can reach us at 716-240-5187

06/30/2024
06/08/2024

Use our tax deferral calculator to learn how non-qualified annuities could help reduce tax drag on investments and help achieve your financial goals.

06/08/2024
06/08/2024

What does "Maximum Out-Of-Pocket" mean? Read more about this term as well as others at our member resource page found here: https://bit.ly/3JFruYd

06/08/2024

When it comes to healthcare, it’s easy to feel like just a number. But at Humana, we see you and we listen. Our members are at the center of everything we do, and member feedback was top of mind as we designed our Medicare Advantage plans for next year. That’s why in 2024, 100% of Humana’s Medicare Advantage plans will include dental, vision and hearing coverage.

“With affordability, stability and value top of mind, we expanded many of the most popular benefits to every single plan we offer, regardless of where the member lives,” said George Renaudin, Humana’s President of Medicare and Medicaid.

Learn more about this major coverage expansion, plus added benefits and cost savings included in 2024 plans by visiting https://huma.na/3ZBxUi1.

11/23/2023

Address

Delaware Road
Buffalo, NY
14223

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