Alliance Investment Planning Group

Southern Illinois Financial Planning Firm

Alliance Investment Planning Group, a Carbondale-based, Southern Illinois investment and financial planning firm, was founded December 2007 and then began operations as a Limited Liability Company March 1st of 2008. Alliance Investment Planning Group, LLC was formed by independent financial advisors Randall Bastien, Robert Loucks, Scott McClatchey, and Jeff Rose to offer a comprehensive range of tailored investment and financial planning strategies while maintaining local decision-making control and providing exceptional customer service. The company is located at 115 S. Washington in Carbondale, IL and can be reached at (618) 519-9344 or info@allianceinvestmentplanning.com. Additional information can be found on the company’s website.

Jeff Rose, CFP® of Alliance Investment Planning Group

Scott McClatchey, Bob Loucks, Jeff Rose, and Randall Bastien founded Alliance Investment Planning Group, LLC in Carbondale March 1, 2008