Our history dates to 1987, as one of the first insurance and financial planning enterprises in southwest Florida. We began and continue our mission with one goal - to protect and provide for what you care about most. Apart of that initiative, is to hire trustworthy and credentialed professionals that can not only manage your money but grow it without putting you at any risk. We believe financial p
lanning isn’t product-based, but rather conversation based. Each milestone you come across leads to a financial conversation to be had. By listening to what you need and want, each conversation structures a plan that can lead you to your next milestone. If we do our job as we’ve done for 30+ years, you can join our thousands of clients who have been able to take control of their finances and spend guilt-free. Alliance Financial Group is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 14021 Metropolis Avenue Fort Myers, FL 33912, 239-561-2900. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Alliance Financial Group is not an affiliate or subsidiary of PAS or Guardian. The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY, and its subsidiaries. Park Avenue Securities is a wholly-owned subsidiary of Guardian Alliance Financial Group is an independent agency and not an affiliate or subsidiary of Guardian. This is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. Fee-based financial planning and wealth management services are offered only by appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities.
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