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 goals 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.
Call us today at (716) 240-5187 to discuss your needs; we also offer Video Consultations through Skype and Zoom at (716) 243-2300 we'll talk through your options and help you find the perfect road to your goals.