After looking at a lot of Groups to organize my family and get ready for retirement, Alliance…read moreWealth took the time to sit down and plan out our lives. Ken and Paul were easy to understand and made this ordeal easy to understand. There are Larger groups here in Flemington that seem to talk down to you and make you feel that you are not welcome into their group. A lot of Finance groups just want to sell you an insurance investment where you are locked into them for 7 to 10 years. Ken laid out a solid plan, They performed a stress test and came out with a plan to see if you will outlive your retirement money. They don't take control of your money, just manage how it should be invested. Your money will stay with Schwab, Etrade, or another firm. I enjoyed being treated like an adult without feeling like a 2nd rate citizen. We don't have alot of money but, they still made my wife and I feel like we where the only thing important to them. I would recommand Alliance Wealth to my friend and family.

From the owner: Gone are the days where you are the middle man between your Financial Advisor and your Accountant…read more At Alliance Wealth Management Group, your Financial Advisor and your Accountant work side-by-side! We invite you to come experience the unique and one-of-a-kind Alliance Integrated Advantage: - Professional management of your investments - CPA-prepared tax plan & tax return - Wealth Accumulation & Retirement Success Strategies - Personalized financial plan prepared by our CFP® Professionals