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)...


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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