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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; 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.

Download Appointment Checklist

About 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. You will not be asked to buy or sign anything! You don’t have to bring anything with you. However, if you want to please click on the button below for our First Appointment Ready Kit. Our team will review the items on this list during your first meeting.

Download Appointment Checklist

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.

PLEASE PROVIDE YOUR CONTACT INFORMATION BELOW, AND A MEMBER OF THE FINANCIAL GUYS TEAM WILL CONTACT YOU PERSONALLY

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Batavia Location Image
  • 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.