Since 1973, more than 6,000 individuals and businesses have adhered to financial advice from Robert S. Johnson and Thomas L. Wade.
In April 1973, the two business partners started providing financial products and services to residents of Chautauqua County, southwestern New York and northeastern Pennsylvania. Johnson and Wade entered the Jamestown market as Guardian Life Insurance Company, but it is now known as the Alliance Advisory Group. The Alliance Advisory Group was created under the direction of Robert J. Fashano, general agent. It maintains offices in Jamestown, Buffalo, Rochester and Syracuse.
The Jamestown business has seven associates and support personnel providing a protection-first financial philosophy aimed to build and create wealth. Wade said the partnership with Johnson has worked through the years because each knows their responsibilities and does their job. At the same time, clients can count on all advisers being available whenever they need assistance with a financial decision.
"It works because we stay out of each others way," he said. "We develop our own clientele. I have mine, and Tom has his."
The business started in the Furniture Mart Building and then moved to 102 W. Second St., where The Q is now located. In 1991, the business moved to its current location of 513 W. Third St., Jamestown.
Johnson said the best part of his job is seeing people benefit from his financial advise.
"It is a blessing to see plans completed to fruition," he said. "I enjoy at the end of the job seeing it all work out."
Wade said neither adviser is thinking about retirement as they want to continue helping people.
"What Bob and I do is mentor the next generation," Wade said. "We both spend a lot of time doing that. I enjoy the challenge of working with people and helping them."
Fashano, Alliance Advisory Group chairman and chief executive officer, said as a Chautauqua County native, he knows the communities well and the value Johnson and Wade provide to local individuals and business owners.
"I couldn't be more pleased to have witnessed the growth and impact we've had in these markets under the guidance and direction of Tom Wade and Bob Johnson, and I look forward to watching our legacy continue in the months and years to come," he said.
Jamestown's Alliance Advisory Group office is open 8 a.m. to 5 p.m. Monday through Friday. For more information, call 483-1531 or visit www.allianceadvisorygroup.com.
Thomas Wade and Robert Johnson have been business partners providing financial services for 40 years. The business partners operate Alliance Advisory Group, located at 513 W. Third St., Jamestown.