At Independent Solutions, we believe communication is the key to a happy client. Because of the onset of the COVID-19 Virus and it’s impact on the market, the Investment Committee Members will be hosting a bi-weekly conference call to discuss recent market activity, their strategies, insights and market forecasts. The team extends an invitation to anyone wanting to listen in on the call.
Complete the Registration Form to receive the dial in information and access code.
We believe communication is the key to a happy client. For that reason, the Investment Committee Members at Independent Solutions will host their quarterly conference call to discuss recent market activity, investment strategies, market insights and forecasts. The team extends clients the invitation to dial into the conference call to listen in LIVE.
This call was recorded on December 5th, 2019 and is now available for replay!
September 19th, 2020 9:00 am – 2:00 pm
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The Financial Guys® are an independent wealth management firm. They have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and are opening a location in sunny South Florida. Their independence allows broad access to financial products and services that gives their clients the opportunity to consider almost all investment, insurance and wealth management products available on the market. Their sole bias resides on the side of the client as they strive to bring appropriate solutions to their clients and their families.
The Financial Guys® specialize in wealth management for individuals, families and businesses. Our unique process is goal based and comprehensive. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward we would ask you to complete some homework so we can learn more about you, your family, and your company’s current financial situation. From there we can assist you in developing a financial road map to where you want to go.