Alliance America

Financial ServicesFlorida, United States11-50 Employees

Alliance America operates in the financial services sector as a combined financial planning and insurance organization. With more than twenty years of experience, it has aimed to help older Americans improve and preserve wealth through education and practical assistance. The firm seeks to educate the public on strategies for accumulating, preserving, and distributing wealth and to help clients implement plans that meet their needs. Education is delivered through individual meetings and the creation of educational materials, while practical support comes from a range of products and a network of licensed professionals.

Headquartered in University Park, Florida, the firm is small to mid-sized and focused on serving individuals seeking asset preservation and wealth management guidance. Its offerings span financial planning and insurance, framed around personalized planning and informed decision-making. The organization's work emphasizes education and tailored assistance rather than generic solutions, supported by a team of experienced professionals.

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