Alliance Financial Network, Inc.

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Alliance Financial Network, Inc. Driven by Purpose. Focused on People. At the heart of everything we do is a deep commitment—to our clients, our team, and our community.

✨Helping people build financial confidence
📍Buffalo • Rochester • Jamestown
People First Financial Guidence I Career Opportunities
• Always Making a Difference with Gratitude • We help individuals and families pursue their financial goals with confidence, tailoring strategies that reflect what matters most to them. Our associates thrive in a collaborative environment where growth is supported and success is built through proven financial guidance. Beyond the office, we believe in giving back. Through volunteer efforts, philanthropy, and community outreach, we’re proud to support the causes and people that inspire us every day.
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Another face behind AFN! 👋💙Meet Brett Zimmerman, one of our Associate Financial Professionals.For Brett, it's about more...
10/22/2026

Another face behind AFN! 👋💙

Meet Brett Zimmerman, one of our Associate Financial Professionals.
For Brett, it's about more than just finances. It's about helping people feel confident in their decisions so they can spend more time focusing on what matters most to them.

We're happy to have Brett on the team.

Keep an eye on our page as we continue introducing you to the people who make AFN what it is! 💙

Happy Birthday, Ellen! 💙We're grateful for all you do and hope you have a wonderful birthday! 🎂🎈
10/21/2026

Happy Birthday, Ellen! 💙

We're grateful for all you do and hope you have a wonderful birthday! 🎂🎈

🎉 Happy Birthday, Katrina Hall! 💙
10/20/2026

🎉 Happy Birthday, Katrina Hall! 💙

Happy Birthday to Peter Godios! 💙With 36 years of experience, Peter brings a wealth of knowledge, integrity, and dedicat...
10/18/2026

Happy Birthday to Peter Godios! 💙

With 36 years of experience, Peter brings a wealth of knowledge, integrity, and dedication to the clients he serves and our Alliance family.

Peter, we're grateful to have you on Team AFN and hope you have a fantastic birthday! 🎂🎈

Celebrating 1 Year with Alliance!Please join us in congratulating Marion "Meg" Kelly, DDS on her one-year anniversary wi...
10/16/2026

Celebrating 1 Year with Alliance!

Please join us in congratulating Marion "Meg" Kelly, DDS on her one-year anniversary with Alliance Financial Network!

For Meg, this past year has been about embracing new opportunities, finding her footing in a new profession, and discovering a new way to do what she's always been passionate about: helping others.

With a strong connection to the dental community, Meg is building her financial services practice around helping dental professionals make confident decisions about their financial futures.

Her commitment to serving others extends beyond her work at Alliance. As a former Foundation Board President with the Eighth District Dental Society Meg has supported initiatives that expand access to dental care and strengthen the local dental community.

What once felt like an unexpected career detour has become a meaningful new chapter, and we're so glad that chapter includes Alliance!

Happy 1-Year Anniversary, Meg! 💙 We're excited to see all that lies ahead!

Get to know Meg more here: https://www.myafn.com/team/marion-meg-kelly

Please join us in congratulating Samuel Fitch - Licensed Financial Advisor on his four-year anniversary with Alliance Fi...
10/16/2026

Please join us in congratulating Samuel Fitch - Licensed Financial Advisor on his four-year anniversary with Alliance Financial Network!💙

For Sam, the past year has been one of personal challenges, family, and growth. Following the loss of his mother, supporting his family became his greatest priority and something he considers among his most meaningful accomplishments.

Outside of work, Sam remains actively involved with New Creation Assembly of God and the National Multiple Sclerosis Society, supporting the Chautauqua Region MS Society - CRMSS community and Walk MS Buffalo. 🧡

He's also continuing his professional development and is now two-thirds of the way through the educational requirements for his RICP® designation!

Sam, we're grateful to have you as part of the Alliance family and appreciate the dedication, compassion, and perspective you bring to our team.
Get to know Sam more here: https://www.myafn.com/team/samuel-fitch

Please join us in congratulating Kelly Ferris Financial on her one-year anniversary with Alliance Financial Network!As a...
10/16/2026

Please join us in congratulating Kelly Ferris Financial on her one-year anniversary with Alliance Financial Network!

As a Support Specialist and Associate Financial Professional with Starboard Wealth Strategies, Kelly plays an important role in supporting clients and helping create a positive, seamless experience.

Known for her kind, approachable personality and dedication to helping others, Kelly brings a thoughtful and dependable presence to her team.

This past year has also included an exciting personal milestone: earning her Bachelor's degree in Finance from SUNY Geneseo in 2025! 🎓

Kelly, we're grateful for all you bring to Alliance and look forward to seeing you continue to grow. Happy 1-Year Anniversary! 💙

Learn more about Kelly here: https://www.myafn.com/team/kelly-ferris

A proud moment for Alliance Financial Network!This week, Daniel Schlein: Licensed Financial Advisor took the stage in At...
10/15/2026

A proud moment for Alliance Financial Network!

This week, Daniel Schlein: Licensed Financial Advisor took the stage in Atlanta as a panelist at the Park Avenue Wealth Management conference, joining industry professionals and leaders from across the country.

Being part of these conversations reflects the experience, leadership, and perspective our team brings to the broader financial services community.

Headquartered in Buffalo. Represented on a national stage.
That's something we're proud of. 👏

10/13/2026

Core values are more than words on a wall. 💙

At our monthly Rochester Town Hall, we make time for something pretty special: core value shout-outs.

It’s an opportunity for our team to recognize the people who are making a difference, living our values, and showing up for one another.

This month, Roderick took a moment to recognize our Managing Director, Brie Bullock. 👏

These are the moments that remind us what makes AFN, AFN.

And we love that our people are the ones telling the story. 💙

Address

600 Delaware Avenue
Buffalo, NY
14202

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Telephone

+17168177109

Website

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