Overview

As the Regional Director for the Alliance Advisory Group, Inc., a general agency of Guardian Life Insurance Company, our firm is looking to expand its presence in Upstate New York through potential acquisition or potential partnership (merge)...(merge must involve Park Avenue Securities LLC as the broker/dealer)...

Our firm has locations in Rochester, Buffalo, Jamestown, Syracuse and Ithaca with 40 financial advisors and business development associates. Our firm's philosophy and how we do business is manifested in our exclusive planning process and software - Living Balance Sheet (which is owned by eMoney)...

Market
Advisor/RIA
Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...