Laurie Chan Email & Phone Number | Alliance Financial Group began in 1982. We are a comprehensive financial services firm that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can offer - a 360° view of your financial world. You may not realize it, but every decision – however large or small –can affect your long term goals. Often, we’re so busy in our lives, that the time we devote to planning is limited. As a result, financial decisions can be made quickly and without thought to the overall financial implications – leading to costly inefficiencies. At Alliance Financial Group, we make it our responsibility to help you realize financial wellness. In other words, to help build wealth and better protect your wealth. Our accomplished and credentialed team of professionals consists of attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and MBAs. Using a team approach, we are able to provide breakthrough thinking that can eliminate costs and capture more money for you to help build your wealth and bring significant value to your business, your career, and your life. Most importantly, we are never satisfied. We continually evaluate the process and adapt it based on your changing needs. Call me at 239-887-1424 or email lchan@afgfl.com to schedule a time where I can show you the total scope of the work I do. I can become an additional financial resource to you, your loved ones, and your business.

Laurie Chan

Alliance Financial Group began in 1982. We are a comprehensive financial services firm that is able...
Fort Myers, Florida, United States

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Laurie Chan’s Email laurie_chan@afgfl.com

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Laurie Chan’s Location Fort Myers, Florida, United States

Laurie Chan’s Current Industry Alliance Financial

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Alliance Financial

Financial Representative

2017-01-01T00:00:00.000Z - Present

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FAQ About Laurie Chan

Laurie Chan is located at
Fort Myers, Florida, United States

Laurie Chan is a Alliance Financial Group began in 1982. We are a comprehensive financial services firm that is able to offer individuals, as well as small or medium-sized businesses, something very few firms can offer - a 360° view of your financial world. You may not realize it, but every decision – however large or small –can affect your long term goals. Often, we’re so busy in our lives, that the time we devote to planning is limited. As a result, financial decisions can be made quickly and without thought to the overall financial implications – leading to costly inefficiencies. At Alliance Financial Group, we make it our responsibility to help you realize financial wellness. In other words, to help build wealth and better protect your wealth. Our accomplished and credentialed team of professionals consists of attorneys, Certified Public Accountants, Chartered Life Underwriters, Chartered Financial Consultants, Certified Financial Planners, and MBAs. Using a team approach, we are able to provide breakthrough thinking that can eliminate costs and capture more money for you to help build your wealth and bring significant value to your business, your career, and your life. Most importantly, we are never satisfied. We continually evaluate the process and adapt it based on your changing needs. Call me at 239-887-1424 or email lchan@afgfl.com to schedule a time where I can show you the total scope of the work I do. I can become an additional financial resource to you, your loved ones, and your business.