Alliance Advisory Group - Jamestown

Amy specializes in helping individuals and families thrive over the long term, providing customized investment and insurance solutions as part of their Wealth Planning process. She believes in taking a holistic approach when working with her clients, looking at all facets of their financial lives and goals and helping them evaluate what is most important. Amy’s clients appreciate her ability to provide customized guidance in a consistent and thoughtful way, uncovering opportunities while seeking to overcome challenges.

Visit our office today located in Jamestown, NY. Our team of seasoned Financial Advisors and service professionals are committed to listening to you, assessing your concerns and developing a clear action plan helping you achieve what matters most.

Welcome to Merrill Lynch in Jamestown, NY. Merrill Lynch is one of the premier providers of wealth management, securities trading and sales, corporate finance and investment banking services. Contact our office today to help address your financial and investment needs. Working with our clients, we help create and execute solutions, which address our clients' most pressing strategic, financial and investment needs.