What departments does Alliance Financial Group have?

Alliance Financial Group has employees across 7 departments including Entrepreneurship, Finance, Sales, Administrative, Banking.

What is the largest department at Alliance Financial Group?

The largest department at Alliance Financial Group is Banking with 6 employees.

Where are Alliance Financial Group employees located globally?

Alliance Financial Group has employees across 4 continents and 5 countries including Malaysia, Switzerland, United States Of America, Canada, Australia.

How has Alliance Financial Group's team size changed over time?

Alliance Financial Group's team has grown from approximately 60 to 62 employees based on available data.

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.

Alliance Financial Group Global Highlights

North America
161

United States Of America
152
Canada
9

Asia
61

Malaysia
61

Oceania
2

Australia
2

Europe
1

Switzerland
1

Alliance Financial Group's Leadership

J. H.
Ceo
Mobile Phone
Email
K. B.
President At Capital Ideas
Mobile Phone
Email
R. G.
President
Mobile Phone
Email
C. M.
Owner
Mobile Phone
Email
D. T.
Senior Partner
Mobile Phone
Email
D. G.
Managing Director Financial Representative
Mobile Phone
Email
S. B.
Owner
Mobile Phone
Email
R. A.
Assistant Vice President - Centralised Procurement Services
Mobile Phone
Email

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

C. M.
Financial Advisor
Mobile Phone
Email
Canada, Ontario
Sep 10, 2026
G. R.
Investment / Insurance Consultant
Mobile Phone
Email
Canada, Ontario
Aug 28, 2026
W. M.
Onboarding Specialist
Mobile Phone
Email
Sep 14, 2026
R. G.
Financial Representative
Mobile Phone
Email
Sep 13, 2026
C. S. O.
Consumer Loan Executive
Mobile Phone
Email
Malaysia, Federal Territory of Kuala Lumpur
Sep 11, 2026
C. G.
Financial Representative
Mobile Phone
Email
Oct 23, 2024
C. L.
Financial Professional
Mobile Phone
Email
Oct 18, 2024
D. M.
Investment Advisor
Mobile Phone
Email
Oct 17, 2024
D. M.
Financial Representative
Mobile Phone
Email
Oct 17, 2024
E. S.
Wealth Creation
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Alliance Financial Group known for?

Alliance 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?

Alliance 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?

Alliance 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?

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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Alliance Financial Group Employee Directory

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