What makes Alliance Retirement different?
Alliance recognizes that retired living requires a shift in strategy. We take an informative and risk-averse approach, keeping clients in the loop as we work to help them build a personalized retirement strategy capable of withstanding the test of time. Best of all, the majority of our services are provided at absolutely no cost to you! So don’t just dance to Wall Street’s tune – call today and let us help you find a better way:
The Alliance Way.
Q: Are you independently owned?
A: Yes! Our independent status and unique licensure allow us to focus entirely upon serving the best interests of our clients.
Q: What’s so special about your licensure?
A: Alliance operates under a series 65 financial advisory license. Amongst other things, the series 65 license disallows the collection of commission pay on securities such as corporate stocks. In other words, there’s no stock broker waiting to hand us a bonus check – customer satisfaction is our company’s life blood. That’s exactly how we want it to be.
Q: I had a great experience working with your company! Is there a way I can post a testimonial on your website?
A: We would love nothing more than to post your testimonials on our front page! However, federal law currently bars companies which provide financial advice from collecting testimonials.