WNY Insurance Team

Meet the Team

HAVE QUESTIONS?

Phone: 833-628-0055
Email : info@thefinancialguys.com

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

Location

305 Spindrift Drive.,
Williamsville, NY 14221

345 Winton Place,
Suite 120
Rochester, NY 14623

HAVE QUESTIONS?

Phone: 833-628-0055
Email : info@thefinancialguys.com

Location

305 Spindrift Drive.,
Williamsville, NY 14221

345 Winton Place,
Suite 120
Rochester, NY 14623

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Brian Faraci

Brian Janak

Christopher Moody

Phil Provenzano

Leah Bieber

Brittany Fletcher

Michele Harrington

Madison Rozler

June 5th, 2023
Social Security Optimization
Wednesday:
3:00 PM – 4:00 PM
6:00 PM – 7:00 PM

April 12th, 2023
Financial Considerations for Career/Job Changers
Wednesday:
6:15 PM – 7:15 PM

MAY 24th, 2023
Estate Planning: Passing Wealth To The Next Generation
Wednesday:
6:15 PM – 7:15 PM

March 22nd, 2023
Taxes in 2023 Strategies to Minimize Exposure
Wednesday:
6:15 PM – 7:15 PM

February 13th, 2023
Social Security & Retirement Income in 2023
Monday:
6:15 PM – 7:15 PM

February 8th, 2023
Estate Planning: Transferring Wealth
Wednesday:
6:15 PM – 7:15 PM

December 13th, 2022
Social Security Optimization Workshop
Tuesday:
3:00 PM – 4:00 PM
6:00 PM – 7:00 PM

December 7th, 2022
College Planning 101 Workshop
Wednesday at 6:15 PM

November 16th, 2022
Retirement Planning with Taxes in Mind Workshop
Wednesday:
3:00 P.M. – 4:15 P.M.
6:00 P.M. – 7:15 P.M.

November 16th, 2022
Retirement Planning with Taxes in Mind Workshop
Wednesday:
3:00 P.M. – 4:15 P.M.
6:00 P.M. – 7:15 P.M.

November 16th, 2022
Retirement Planning with Taxes in Mind Workshop
Wednesday:
3:00 P.M. – 4:15 P.M.
6:00 P.M. – 7:15 P.M.

October 12th, 2022
Secure Choice Savings Plan Workshop
Wednesday at 6:15 PM

August 10th, 2022
Retirement Planning 202: Investment Strategies for Retirement – In Person
Wednesday at 6:15 PM

September 21st, 2022
Retirement Planning: 101 – In Person
Wednesday at 6:15 PM

August 24th, 2022
TFG Academy Dave Ramsey Class – In Person
Wednesday at 6:15 PM

July 21st, 2022
NYS Pistol Permit Course
Thursday at 5:00 PM – 9:00 PM

July 13th, 2022
Estate Planning: Passing Wealth to the Next Generation – In Person
Wednesday at 6:15 PM

June 15th, 2022
Tax Tips & Strategies – In Person
Wednesday at 6:15 PM

April 20th, 2022
Retirement Planning: A Focus on Technology – In Person
Wednesday at 6:15 PM

Wealth to Women International Women’s Day Cocktail Event

March 16th, 2022
Average Joe’s Technology 101: Email Security Basics – In Person
Wednesday at 6:15 PM

March 16th, 2022
Retirement Planning 201 – In Person
Wednesday at 6:15 PM