Alliance Financial Group - Fort Myers, Florida

Alliance Financial Group

Alliance Financial Group is a leading financial services company located at 14021 Metropolis Ave, Fort Myers, FL 33912. They offer a wide range of financial services including financial planning, consulting, insurance, and investment services. With a strong focus on personalized attention and comprehensive solutions, Alliance Financial Group has been helping individuals and businesses achieve their financial goals for many years.

The company specializes in providing tailored financial plans, insurance solutions, and investment strategies to meet the unique needs of each client. Their experienced team of financial professionals works closely with clients to understand their objectives, risk tolerance, and time horizon, then develops customized strategies to help them reach their goals.

In addition to their core services, Alliance Financial Group also offers convenient online appointment scheduling and onsite services. Their facility is fully wheelchair accessible, with designated parking spaces and restrooms to accommodate all clients. Appointments are recommended but not required.

With an average rating of 2.3 out of 5 stars based on 6 reviews on Google My Business, Alliance Financial Group has mixed reviews from their clients. Some praise their personalized service and knowledge, while others express dissatisfaction with communication and results.

Address: 14021 Metropolis Ave, Fort Myers, FL 33912
Phone: 2395612900
Website: afgfl.com
Specialties: Financial planner, Financial consultant, Insurance agency, Investment service, Life insurance agency
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

👍 Reviews of Alliance Financial Group

Eric S.

1/5

Absolute scam artists. They lure people trying to get into the industry but offer zero training or help whatsoever. All they're trying to do is get a list of all your contacts in order to sell them. I wasted time and money on nothing more than a farming venture.

Response to Below - You brought me on, new to the industry, and provided ZERO guidance or training. You requested I write down the contact info for 50 people I know and tried to copy it for your own ends. I'm glad I stopped this from happening so my friends and family weren't harassed. I've spoken to other people who made the same mistake as I did, and they all had the exact same experience. You're using candidates as a way to farm leads.

Jeff H.

1/5

If I could rate them lower than 1 star, I would. John Bellino sold me a term insurance policy 20 years ago, and then pushed me off onto a guy named Brian Simon several years ago to re-evaluate my finances. After reviewing my information, Mr. Simon seemed agitated and said, "There's no money to be made here". That statement soured me on having any further dealings with Alliance Financial Group. I lost contact with them until this year, when my term insurance ended. I contacted Mr. Bellino to inquire about another policy for my wife and myself. He updated all our information and then advised he would get back with me with different options. After that he basically ghosted me. Thumbs down for this group.

Rebecca A.

5/5

I highly recommend Steve Kongelf & his team. They are so helpful, and they took the time to make sure I was informed and comfortable with the entire process. I'm excited to have them help me take the steps towards financial freedom!!

Ryan M.

1/5

Tyler J.

1/5

Kirk W.

5/5