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Profile Views:2182 views
Team Members:17 members
Last Update:1 years ago
Signup Date:Jun. 2, 2014
Team: Mission BBQ
Personal Information
First Name:
Linda
Last Name:
Bancroft
Business Name:
Alliance Financial Group
Business Category:
Financial Planner
Address 1:
14021 Metropolis Ave
City:
Ft Myers
Contact Information
Phone:
239-561-2900
Fax:
239-210-9252
Website:
http://www.afgfl.com

Summary
As a Financial Professional for over 20 years, I believe Alliance Financial Group is set apart from other firms due to our planning process and holistic strategies.

Although every client we work with has different objectives, we most commonly find that priorities we help clients accomplish include:

o Accumulation of Wealth
o Reduced Tax Burdens
o Minimized Levels of Risk
o Adequate Protection with Disability, Long Term Care &
Life Insurance
o Highest Possible Net Retirement Income (401K, IRA, Retirement accounts, Savings plans, etc.)

Our goal when working with clients (whether business or personal) is to help them make solid, fundamental decisions in all areas of their financial life, ensure obligations are fulfilled and build a plan that avoids the threats that concern them.

introducing the New LBS Financial Balance Video -
http://www.thelivingbalancesheet.com/financialbalance
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Feedback : (2)  [ view all Feedback : ]
Yvonne Breska     05:06: AM on May 20 . 2015
Very personable and sincere. Very knowledgable
Rating : View Details
maureen ribortella     01:49: PM on Nov 13 . 2014
Linda is very focused on finding the best solution for your individual needs.
Rating : View Details
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