Building, conserving, and maintaining wealth for our clients
At Alliance Financial Group, we are committed to providing products and services that meet the personal and business needs of our clients. Our team of trusted advisors is dedicated to helping individuals and organizations achieve their financial goals.
Our Services
As a financially responsible individual, you understand the importance of planning for the unexpected. That's why we offer a range of services designed to help you build, conserve, and maintain your wealth. These services include:
Life Insurance
Life insurance is a vital component of any financial plan, as it provides a tax-free cash benefit to your beneficiaries upon your passing. This benefit can be used to cover funeral costs, lifestyle-maintenance, debt repayment, or any other costs that may arise.
Long-Term Care Insurance
Long-term care insurance provides support for individuals requiring ongoing care due to age, injury, or illness. This type of insurance helps ensure that your loved ones receive the care they need, without placing a financial burden on your family.
Investments
Our experienced advisors can help you create a customized investment portfolio tailored to your short- and long-term goals. We offer a wide range of investment products, including RRSPs, TFSAs, and RESP accounts.
Disability Insurance
Disability insurance provides financial protection in the event of a serious illness or injury, ensuring that you and your family can maintain your lifestyle, even in the face of unforeseen circumstances.
Group Benefits
We understand the importance of providing a comprehensive employee benefits package to attract and retain loyal, productive employees. Our team can help you design a customized plan that meets your organization's unique needs.
Business Solutions
As a business owner, you understand the importance of continuity and stability. Our experts can help you develop a robust business continuity plan, ensuring that your organization remains operational in the event of an unexpected absence.
Employee Benefit Programs
Our employee benefit programs are designed to support your organization's HR initiatives, providing a comprehensive package that includes health, dental, and life insurance, as well as other employee benefits.
At Alliance Financial Group, we're committed to helping individuals and organizations achieve their financial goals. Our team of trusted advisors is dedicated to providing expert advice and guidance, ensuring that you and your loved ones are protected and secured for the future.
Insurance Advisors Exceed Expectations
Professionalism and Expertise
Insurance advisors Bahareh Ettehad and Behnam Hajianmotlagh have received high praise from clients for their exceptional professionalism, knowledge, and commitment to understanding individual needs and financial positions. They have been commended for their ability to explain complex insurance concepts in a clear and simple manner, providing personalized strategies that cater to specific needs and long-term financial objectives.
Positive Client Experiences
Clients have expressed their satisfaction with the advisors' patience, responsibility, and compassionate approach, making them feel confident and at ease throughout the entire process. The advisors' exceptional communication skills, availability, and prompt responses have also been highlighted as key strengths.
Commitment to Client Needs
Bahareh Ettehad has been praised for her commitment to finding the most significant insurance options for her clients, while Behnam Hajianmotlagh has been recognized for his exceptional listening skills and ability to understand clients' needs.
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