The Financial Guys Team
Michael Lomas**
Partner, Founder & Owner
Licenses & Certifications Include:
- Series 6
- Series 7
- Series 24
- Series 63
- Series 65
- Life, Health & Accident Insurance
About Michael Lomas
Overview
Michael Lomas is a Co-owner & Co founder of “The Financial Guys, LLC”; Division Manager with Peak Brokerage Services, LLC in Williamsville, New York, with branch offices in Rochester, NY; Buffalo, NY; Nunda, NY; and Jupiter, FL.
Michael also serves as President of Independent Solutions Wealth Management, LLC, an Investment Advisory firm registered with the Securities and Exchange Commission. Concurrently, he is also Co-owner and board member of the RIA that advises the Neiman Funds, LLC.
Michael is the Co-host and Co-founder of the number one ranked business talk show in Western New York, “The Financial Guys”, on News Radio 930 WBEN and WHAM 1180. The show mixes politics with money and the show is a pillar in the local talk show community. In addition to co-hosting the radio show, Mr. Lomas does various news interviews regarding the financial and political markets for local TV affiliates ABC, NBC, and CBS
Experience/Career
After starting his career and building a large clientele at FNIC, Michael joined the team at PaineWebber. While there, Michael became an Investment Advisor Representative expanding his practice to include Professional Money Management programs. Michael was also the Branch Office Wealth Preservation Specialist assisting other PaineWebber Financial Advisors with insurance and estate planning needs.
After Michael’s tenure with PaineWebber, he and his business partner, Glenn Wiggle, founded the Financial Guys, LLC. The Financial Guys, LLC was formed to provide a broad range of Financial Services using a team approach. The team consists of individuals with expertise in the fields of Retirement Planning, Estate Planning, College Planning, Social Security Planning, Tax Planning & more. Through the development of a financial team, each client is reassured that there will always be someone available to assist them.
Michael believes in taking a multi-step approach with his clients. The first step is to assess the level of risk and overall objectives of each individual. Once completed, Mike and his team can match each client to the appropriate allocation. The final step is the ongoing monitoring of each portfolio and the implementation of an Active Sector Allocation Program (ASAP) to rebalance the sectors that may be under weighted.
Family/Interests
Mike is active in a number of local professional, charitable, and social organizations including Roswell Park Cancer Institute, the local Children’s Hospital & United Way. His hobbies range from auto racing, fishing and golfing to spending quality time with his wife Amy and two beautiful daughters, Olivia and Ali.
Podcast and Media Network
In addition to The Financial Guys Radio Show, which has successfully run on-air for over 25 years, Mike and Glenn have created The Financial Guys Media Network. Bringing their talents to the main mic, Mike and Glenn famously host “Where Money Meets Politics,” a quintessential conservative talk show style podcast that delivers on both hard-hitting commentary and comedic relief. Learn more about The Financial Guys Media Network here.