Alliance Financial Group Employee Directory

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.

Find Alliance Financial Group employees' phone numbers or email addresses

Alliance Financial Group Global Highlights

Location
Employees

North America
127

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  • United States Of America
    122
  • Canada
    5

Asia
3

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  • Malaysia
    3

Oceania
1

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  • Australia
    1

Alliance Financial Group's Leadership

  • Stylized image of a person
    J. H.
    Ceo
    Phone icon
  • Stylized image of a person
    R. B.
    President
    Phone icon
  • Stylized image of a person
    R. G.
    President
    Phone icon
  • Stylized image of a person
    B. J.
    Chairman & Ceo
    Phone icon
  • Stylized image of a person
    C. M.
    Owner
    Phone icon
  • Stylized image of a person
    D. T.
    Senior Partner
    Phone icon
  • Stylized image of a person
    S. B.
    Owner
    Phone icon
  • Stylized image of a person
    B. T.
    Vice President
    Phone icon

Alliance Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Recruiting
  • Community & Social Services
  • Education
  • Accounting
  • Other
  • Support

Contact profiles from Alliance Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. B.
    President
    Phone icon
    United StatesFlorida
    Mar 24, 2026
  • Stylized image of a person
    J. H.
    Ceo
    Phone icon
    Apr 15, 2026
  • Stylized image of a person
    B. J.
    Chairman & Ceo
    Phone icon
    United StatesFlorida
    Apr 14, 2026
  • Stylized image of a person
    C. M.
    Owner
    Phone icon
    Oct 24, 2024
  • Stylized image of a person
    D. T.
    Senior Partner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. G.
    President
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    S. B.
    Owner
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    B. T.
    Vice President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. S.
    Vice-President
    Phone icon
    United StatesMichigan
    Jun 02, 2026
  • Stylized image of a person
    R. P.
    Recruiting Director
    Phone icon
    United StatesFlorida
    Apr 15, 2026

Frequently Asked Questions

What is Alliance Financial Group known for?

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Alliance Financial Group was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 14021 Metropolis Avenue Fort Myers, Florida 33912 United States; you can contact the main corporate office by phone at . Explore Alliance Financial Group's company overview page for more information.

What is Alliance Financial Group's most common email format?

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Alliance Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Alliance Financial Group email formats with LeadIQ.

How many employees does Alliance Financial Group have currently?

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Alliance Financial Group has approximately 127 employees as of May 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Alliance Financial Group's key employees and leadership?

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As of May 2026, Alliance Financial Group's key employees include:

  • Ceo: J. H.
  • President: R. B.
  • President: R. G.
  • Chairman & Ceo: B. J.
  • Owner: C. M.

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