Categories: Financial Management, Strategic Planning, Insurance
Products & Services
Loyalty Alliance, Inc. is a New York-based wealth advisory firm utilizing a unique, Old World approach to assist success-driven people and businesses to effectively build, protect, distribute and enjoy their wealth. Clients benefit from our traditional values, like attention to detail, follow-through, respect and courtesy, while receiving highly customized, sophisticated and needs-driven solutions. Client issues are addressed through industry specialists, state-of-the-art technology and project leadership. We utilize three scalable and customizable services, including: Financial Assessment - Analysis, Review and Coordination; Investment Management - Selection, Oversight and Reporting; and, Risk Mitigation & Insurance - Strategies and Resource Solutions. Addressing each client as an individual, our Old World approach to service distinguishes us in today's commodity-driven environment.
Year Started
2003
Years of experience
+20
Woman Owned
Yes
Number of Employees/Associates
+10
Will consider special arrangements (trading for stock, fixed priced projects, etc.)
Yes
Minority Owned
No
Is Your Business in the WITI Marketplace?
The WITI Marketplace is FREE for WITI Members. Click Here to Add your Business Profile or to Become a WITI Member Today!