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Insights

Strategic partnership Alliance Financial Group operates as an agency of Guardian Life Insurance with PAS, indicating potential upsell opportunities for Guardian Life product suites, including life insurance, retirement planning, and wealth protection solutions.

Mid market focus With 51-200 employees and revenue in the mid hundreds of millions, there is a pathway to target small to midsize businesses for group benefits, executive benefits, and business succession planning.

Digital footprint Active use of cloud and analytics tools (AWS, Google Analytics, Cloudflare, Squarespace) suggests receptiveness to modern digital onboarding, analytics driven marketing, and secure data management engagements.

Growth potential Recent expansion indicators include partnership with a Fortune 250 company; opportunities exist to leverage Guardian Life’s scale for larger policy placements, cross-sell, and expanded service offerings.

Security and trust As a guardian-backed agency with a transparent disclosures framework, there is a sales angle around compliant advisory services, fiduciary considerations, and enhanced client education materials for risk management.

Similar companies to Alliance Financial Group

Alliance Financial Group Tech Stack

Alliance Financial Group uses 8 technology products and services including Hotjar, Amazon Web Services, Squarespace, and more. Explore Alliance Financial Group's tech stack below.

Alliance Financial Group's Email Address Formats

Alliance Financial Group uses at least 4 email formats:
Alliance Financial Group Email FormatsExamplePercentage
First_Last@afgfl.comJohn_Doe@afgfl.com
51%
First.Last@afgfl.comJohn.Doe@afgfl.com
26%
FLast@afgfl.comJDoe@afgfl.com
21%
Last@afgfl.comDoe@afgfl.com
2%

Frequently Asked Questions

What is Alliance Financial Group's phone number?

Minus sign iconPlus sign icon You can contact Alliance Financial Group's main corporate office by phone at
+1-239-561-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Alliance Financial Group's official website and social media links?

Minus sign iconPlus sign iconAlliance Financial Group's official website is afgfl.com and has social profiles on LinkedIn.

How much revenue does Alliance Financial Group generate?

Minus sign iconPlus sign icon As of August 2026, Alliance Financial Group's annual revenue is estimated to be $100M - $250M.

What is Alliance Financial Group's NAICS code?

Minus sign iconPlus sign iconAlliance Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Alliance Financial Group have currently?

Minus sign iconPlus sign iconAs of August 2026, Alliance Financial Group has approximately 127 employees across 4 continents, including North America, Asia and Oceania. Key team members include Ceo: J. H., President At Capital Ideas: K. B. and President: R. G. Explore Alliance Financial Group's employee directory with LeadIQ.

What industry does Alliance Financial Group belong to?

Minus sign iconPlus sign iconAlliance Financial Group operates in the Financial Services industry.

What technology does Alliance Financial Group use?

Minus sign iconPlus sign iconAlliance Financial Group's tech stack includes Hotjar, Amazon Web Services, Squarespace, Squarespace Commerce, LinkedIn, Cloudflare Bot Management, Google Analytics and AddThis.

What is Alliance Financial Group's email format?

Minus sign iconPlus sign iconAlliance Financial Group's email format typically follows the pattern of First_Last@afgfl.com. Find more Alliance Financial Group email formats with LeadIQ.

When was Alliance Financial Group founded?

Minus sign iconPlus sign iconAlliance Financial Group was founded in 1987.
Alliance Financial Group logo

Alliance Financial Group

Financial ServicesFlorida, United States51-200 Employees

Alliance Financial Group is a mid-sized financial services firm based in Fort Myers, Florida, with roots going back to 1987. It operates as an agency of The Guardian Life Insurance Company of America, providing financial guidance and protection for individuals and businesses. Securities products and advisory services are offered through Park Avenue Securities, LLC, a Guardian subsidiary, with the Fort Myers office acting as the local OSJ.

The firm sits within Guardian's broader network, offering access to its products and services while maintaining independent agency status. Its client base includes individuals and businesses seeking financial guidance and protection, and it is not an affiliate or subsidiary of PAS or Guardian.

Section iconCompany Overview

Phone number
+1-239-561-****
Website
afgfl.com
NAICS Code
52 - Finance and Insurance
Founded
1987
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Alliance Financial Group's revenue is estimated to be in the range of $100M - $250M

Company Leadership

  • Ceo at Alliance Financial Group
    J. H.
    Ceo
    Mobile Phone
  • President At Capital Ideas at Alliance Financial Group
    K. B.
    President At Capital Ideas
    Mobile Phone
  • President at Alliance Financial Group
    R. G.
    President
    Mobile Phone
  • Owner at Alliance Financial Group
    C. M.
    Owner
    Mobile Phone
  • Senior Partner at Alliance Financial Group
    D. T.
    Senior Partner
    Mobile Phone

Employee Directory

  • President at Alliance Financial Group
    R. G.
    President
    Mobile Phone
  • Owner at Alliance Financial Group
    S. B.
    Owner
    Mobile Phone
  • Assistant Vice President - Centralised Procurement Services at Alliance Financial Group
    R. A.
    Assistant Vice President - Centralised Procurement Services
    Mobile Phone
  • Vice President at Alliance Financial Group
    B. T.
    Vice President
    Mobile Phone
  • Sales Manager at Alliance Financial Group
    A. P.
    Sales Manager
    Mobile Phone

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