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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
161

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  • United States Of America
    152
  • Canada
    9

Asia
61

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  • Malaysia
    61

Oceania
2

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  • Australia
    2

Europe
1

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  • Switzerland
    1

Alliance Financial Group's 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
  • Managing Director Financial Representative at Alliance Financial Group
    D. G.
    Managing Director Financial Representative
    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

Alliance Financial Group Employee Metrics

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

Contact profiles from Alliance Financial Group

Name
Title
Contact
Location
Last Update
  • Ceo at Alliance Financial Group
    J. H.
    Ceo
    Mobile Phone
    Sep 14, 2026
  • Owner at Alliance Financial Group
    C. M.
    Owner
    Mobile Phone
    Oct 24, 2024
  • Senior Partner at Alliance Financial Group
    D. T.
    Senior Partner
    Mobile Phone
    Oct 23, 2024
  • Managing Director Financial Representative at Alliance Financial Group
    D. G.
    Managing Director Financial Representative
    Mobile Phone
    Oct 21, 2024
  • President At Capital Ideas at Alliance Financial Group
    K. B.
    President At Capital Ideas
    Mobile Phone
    Oct 18, 2024
  • President at Alliance Financial Group
    R. G.
    President
    Mobile Phone
    Oct 22, 2024
  • Owner at Alliance Financial Group
    S. B.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Assistant Vice President - Centralised Procurement Services at Alliance Financial Group
    R. A.
    Assistant Vice President - Centralised Procurement Services
    Mobile Phone
    Malaysia, Selangor
    Sep 14, 2026
  • Vice President at Alliance Financial Group
    B. T.
    Vice President
    Mobile Phone
    Oct 16, 2024
  • Sales Manager at Alliance Financial Group
    A. P.
    Sales Manager
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Alliance Financial Group known for?

Minus sign iconPlus sign iconAlliance Financial Group was founded in 1987 and operates in the Financial Services industry. You can contact Alliance Financial Group's main corporate office by phone at
+1-239-561-****
. Explore Alliance Financial Group's company overview page for more information.

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

Minus sign iconPlus sign iconAlliance Financial Group employees' email format typically follows the pattern of First_Last@afgfl.com. 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?

Minus sign iconPlus sign iconAlliance Financial Group has approximately 127 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Oceania.

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

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

  • Ceo: J. H.
  • President At Capital Ideas: K. B.
  • President: R. G.
  • Owner: C. M.
  • Senior Partner: D. T.

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