We’re in the Business of Protecting your Future

 
 

The Alliance Advantage.

Our goal at Upstate Alliance Insurance Brokerage is to deliver superior strategies for all of the wealth building and management initiatives that are important to our clients. We work with people across a diverse range of backgrounds and experience levels to provide inspirational insight and objective guidance that strives to ensure success across all phases of the wealth building spectrum - Accumulation, Preservation, and Distribution.

 By focusing on forming authentic connections that are underpinned by transparency, empowerment, and the idea that a proper plan is the best protection for your financial future, our team acts as your experienced professionals with a strong interest in your success. 

 

Our Team

  • Jonathan Sheldon

    Brokerage Manager & Disability Insurance Specialist

    Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®

  • Sean Scott

    Brokerage Assistant and Disability Insurance Coordinator

    Alliance Advisory Group, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

  • Kylie Helmich

    Underwriting and Service

    Alliance Advisory Group, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.