The Financial Guys Client Appreciation Event
The Financial Guys

The Financial Guys

Highlights of The 2021 Financial Guys Client Appreciation Event

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Along with the rest of the world, 2020 forced us to retire many of our events and activities that we all look forward to. Most notable being our Annual Client Appreciation Event. This year, the team was dedicated to celebrating our clients, and so we did.

We wanted to take this opportunity to thank all the wonderful clients who were able to attend The Financial Guys 2021 Client Appreciation Event! We hope you enjoyed getting back to normalcy with live entertainment, food, beverages, and good times. It is with your continued support that we were able to host such an incredible event, and we express our sincerest gratitude to all of you for your continued trust in our team and the services we can provide.

We look forward to seeing you next year! We hope you enjoy some of the special moments we were able to capture in the photos below!

“Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC , Advisory services offered through Independent Solutions Wealth Management LLC., an SEC Registered Investment Adviser.

The Financial Guys and Independent Solutions Wealth Management LLC. are not affiliates of Peak Brokerage Services, LLC.”

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  • Rochester Office
  • (585) 351-6258
  • 3445 Winton Place
    STE 120, Rochester, NY 14623

Investments products and services available only to residents of: AL, AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MO, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI.

Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC

The Financial Guys is not an affiliate of Peak Brokerage Services,LLC. 305 Spindrift Drive Williamsville, NY 14221 © The Financial Guys

To view the firm’s Regulation Best Interest (“Reg BI”) disclosure and Customer Relationship Summary “Form CRS” please use the provided links.