About Us
About The Financial Guys
The Financial Guys™, founded by Mike Lomas and Glenn Wiggle, have been in business for over 25 years. The Financial Guys™ family is comprised of financial and insurance professionals with various certifications and licenses. Additionally, Mike and Glenn host The Financial Guys Radio Show weekly and have recently expanded with their podcast.
Partner/Founder/Owner**
Partner/Founder/Owner**
Office Locations
The Financial Guys™ is a financial services company headquartered in Williamsville, New York, with satellite offices in Rochester, Minnesota, and Florida.
Services Offered
We specialize in wealth management and financial planning for individuals, families, and businesses. Furthermore, as independent advisors and representatives, we have access to a variety of financial products and services to offer clients. Our curated team of professionals also includes Insurance agents, benefits representatives, and more. Additionally, we have helped to service our clients Financial Plans, Social Security, Retirement Plans, Home & Auto Insurance, Medicare, Estate Planning, and more since 1999.
Getting Started
Our unique process is goal-based and comprehensive. Initially, your first no-obligation appointment with the firm includes an introduction to who we are, how we operate, and how we are compensated. Following this, if you choose to move forward, we would ask you to complete our proprietary homework packet, allowing us to delve deeper into understanding you, your family, and in some cases, your company's current financial situation. From there, we can assist you in developing a financial roadmap to guide you towards your desired financial destination.
The Financial Guys Team
Click below to view our Teams Page and get to know the TFG family.