Lee Falberg's Contact Details

Lee Falberg's Company Details

Alliance Advisory & Securities, Inc

Westlake Village, California, United States • 11 - 50 Employees
Investment Management

Alliance Advisory & Securities, Inc. ("Alliance") provides professional financial planning and investment advisory services for individual and institutional clients.Alliance was conceived with the conviction that serving the client`s best interest in the financial planning process is the first priority. With this in mind, we developed an approach which resulted in a simplified financial management process. This process moves beyond the scope of meeting current financial needs and into the realm of assisting the client in attaining and safeguarding personal financial independence.Given today`s climate of changing tax laws and expanding numbers of investment alternatives, it is impossible for one individual to serve all of the client`s needs. We have developed a team of advisors and staff to provide our clients with a centralized and economical operation with all the necessary financial services.