Testimonials

We strive to go above and beyond for our clients, see for yourself.

what our clients are saying

“Greg and his team are the true definition of one-stop shop. From investments/planning for retirement, to college savings, taxes, insurance, etc., they handle it all! Everything is under the APW umbrella. Not just handle it all, but do it at a very high professional level that makes it easy for the client (me). They always walk you through each process and explain everything in a simplistic way, step by step. Communication is excellent as well. When you need them, you can get a hold of them via phone, email, video or in person, quickly. They always respond timely and provide thoughtful accurate information with clear directions. Lastly, the results speak for themselves. I’ve worked with APW for 16 years now. Previously my financial advisor was a high-end player in DC. When I switched, I immediately felt the personal touch/service APW brings to each client and over time, a much better strategy. APW is a no-brainer to anyone that needs the services they provide.” – Andy P

The statement was provided 5/17/24 by Andy P. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“Prior to coming to APW in 2017 we had only worked with some of the ‘big box’ financial firms. We immediately noticed the difference in terms of the breadth and depth of advisement, in some cases on things we had not even been told to consider previously. During our first year I was transitioning from working for a large company to starting my own company and setting up an LLC. To say that the APW team made that process easy and gave me confidence in what was a daunting task is an understatement. The twice per year 1:1 sessions give us a forum to ask all questions as well as go deep on any aspect of the plan we would like as the experts are all present. This coupled with knowing that additional access is only an email or phone call away makes this business relationship unique in a very good way.” – Michael R

The statement was provided 8/2/23 by Michael R. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“There are a lot of things we like about working with you and your team. Your level of service is outstanding. Most importantly, you helped me sell my business and set us on a path towards accomplishing our financial goals. Also, Alliance provides a variety of services that make our life easier. All your advice was spot on, and I ended up working with the legal and accounting firms you suggested. You also helped us assess our expenses, so we knew what we’d need on a monthly basis to live in retirement. Alyson and your team handled all the nuts and bolts of getting our account up to speed and that continues today whenever there’s administrative work to be done. Bottom line, you help us stay focused and organized. Whenever we have questions you and your staff are always available to help in a professional and timely manner. We just completed setting up a 529 account for our granddaughter and you helped us figure everything out and you did so quickly. Same thing with the irrevocable trust. You set the whole thing in motion and helped us complete that. In addition, your company is now handling our taxes and it couldn’t have worked out better. Again, your team was great to work with, have great technology to make it easy to file and completed our taxes by April 15th. We can’t say enough about your entire staff. Everyone is professional, friendly, and very helpful. You truly offer “white glove” service.” – Tom J

The statement was provided 7/6/23 by Tom J. who is client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

We have been clients of Alliance Private Wealth for years and have found Greg and the team to be professional, trustworthy, highly organized, and most importantly, genuinely committed to helping us reach our financial goals. The multifaceted team has successfully guided and advised us through many market changes and personal goal adjustments as well. We feel fortunate to have worked with Alliance up to this point and look forward to continuing our business relationship for years to come. ” – Kim and Stephen M

The statement was provided 7/3/23 by Kim & Stephen M who are clients. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“Alliance Private Wealth is the go-to financial advisor for anyone looking for personalized and comprehensive wealth management. We have worked with Greg Farland and his team for the past 15 years, and they have helped us navigate various financial events, including purchasing a home, preparing for retirement, planning for college expenses, and managing a small business. Every interaction with Greg and his team is professional, and they have earned our trust. Alliance Private Wealth has my highest recommendation.” – Dan W

The statement was provided 6/23/23 by Dan W. who is client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

“Greg and his team at Alliance Private Wealth are true professionals. I have been with them for approximately 10 years. I have had the pleasure to get to know Greg Farland personally over time and I trust him 100%. When handling my hard earned money, trust and integrity can’t be compromised. I have never had the feeling of anything other than my best interest as their one and only priority. The level of service Alliance Private Wealth offers goes way beyond just managing money and financial planning, Alliance Private Wealth can and will pull in a network of other professionals such as estate attorneys and accounting professionals to make sure everyone is on the same page for the benefit of their client needs.” – Joe G

The statement was provided 4/28/23 by Joe G. who is client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Contact Us

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