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Get in touch with The Financial Guys

TOLL FREE: 833.346.4897

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The Financial Guys® in Buffalo are Western New York's Most Trusted Advisors. We now have multiple locations: Williamsville, NY; Rochester, NY; Batavia, NY; Prairie, MN; and Jupiter, FL. Swing by one of our offices to visit The Financial Guys® and let our financial advisors, insurance agents and other professionals help you with planning your financial future!

BUFFALO

  • (716) 633-1515
  • 305 Spindrift Drive, Williamsville, NY 14221

BATAVIA

  • (833) 346-4897
  • 319 West Main Street, Batavia, NY 14020

ROCHESTER

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

FLORIDA

  • (561) 614-2000
  • 825 S US HWY 1, STE 240, Jupiter, FL 33477

MINNESOTA

  • 952-941-8134
  • 11800 Singletree Lane, Suite 307 Eden Prairie, MN 55344

What to Expect At Your First Appointment

Your first appointment with us will probably feel more like meeting new friends, rather than an interview with a new financial adviser. The first appointment is a chance for us to meet and get to know each other. We want to do is get to know a little about you and your family. We want to understand fully what is important to you, where you are today, and where you want to go in the future. We will review your current situation then give you some homework so we can get the finer details of your state of affairs.

We will introduce you to our team, our staff, and our philosophy of investing. We seek to build long-term relationships and want you to feel comfortable. You are working with a caring professional team of specialists who are dedicated to working hard to help you realize your financial dreams.

What to Expect

1) The first thing we want to do is get to know a little about you and your family. We want to understand fully what is important to you, where you are today, and where you want to go in the future. We will review your current situation then give you some home work so we can get the finer details of your state of affairs.

2) We will introduce you to our team, our staff, and our philosophy of investing. We seek to build long term relationships and want you to feel comfortable. You are working with a caring professional team of specialists who are dedicated to working hard to help you realize your financial dreams.