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

Always Active

Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.

Name	Domain	Purpose	Expiry	Type
FORMLIFT_ID	thefinancialguys.com	A generic technical cookie used for storing user session identifier in web applications.	1 month	---

Marketing

Marketing cookies are used to track visitors across websites. The intention is to display ads that are relevant and engaging for the individual user and thereby more valuable for publishers and third party advertisers.

Name	Domain	Purpose	Expiry	Type
VISITOR_INFO1_LIVE	youtube.com	Facebook Pixel advertising first-party cookie	6 months	HTTP	__cf_bm	infusionsoft.app	YouTube cookie.	Session	HTTP

Analytics

Analytics cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.

Name	Domain	Purpose	Expiry	Type
GCLB	ry159.infusionsoft.com	Google Universal Analytics long-time unique user tracking identifier.	Session	---	wpl_user_preference	thefinancialguys.com	Google Universal Analytics short-time unique user tracking identifier.	1 year	HTTP	YSC	youtube.com	Google Analytics tracking cookie.	51 years	HTTP

Preferences

Preferences

Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.

Unclassified

Unclassified cookies are cookies that we are in the process of classifying, together with the providers of individual cookies.

Name	Domain	Purpose	Expiry	Type
JSESSIONID	ry159.infusionsoft.com	A generic technical cookie used for storing user session identifier in web applications.	51 years	HTTP

Brian Faraci

Brian Janak

Christopher Moody

Phil Provenzano

Leah Bieber

Brittany Fletcher

Michele Harrington

Madison Rozler

October 11th, 2023
Estate Planning: Passing Wealth To The Next Generation
with Special Guest Stamm Law Firm
Wednesday:

5:15 PM – 6:15 PM
6:30 PM – 7:30 PM

September 20th, 2023
Social Security Optimization
Wednesday:
6:00 PM – 7:00 PM

Request Your Free Medicare Kit

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

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