The Financial Guys

833.346.4897
contact@thefinancialguys.com
CONTACT US
Facebook Twitter Youtube Spotify Tumblr Instagram

Events

Learn From Our Specialists

We offer complimentary financial learning events to share knowledge and contribute to a better-informed community. Our seminar topics include Estate Planning, Financial & Retirement Planning, Investment Management, RMD Planning, Medicare, Social Security & more.

Estate Planning Seminar

Join The Financial Guys and Stamm Law Firm to discuss alternative strategies on how to transfer wealth to your heirs.

When: April 24th
Time: 6:15 PM
Where: 305 Spindrift Dr, Williamsville NY, 14221
CLOSED
Social Security Claiming Strategies

How you claim your Social Security is just as crucial as how you earned it. You only get one chance to decide for the rest of your life. Let us help you make the right choice.

When: June 5th
Time: 6:15 PM
Where: 305 Spindrift Dr, Williamsville NY, 14221
SIGN UP

Taught by Experienced, Certified, and Honest Professionals

Have Questions?
Get in Touch!

Email

contact@thefinancialguys.com

Phone

833.346.4897

Address

305 Spindrift Dr, Williamsville NY, 14221

Facebook Twitter Youtube Instagram Spotify
Contact Us
Menu
  • Monday - Friday:
  • 9:00AM - 5:00PM

Locations:

  • Rochester, NY
  • Batavia, NY
  • Eden Prairie, MN
  • Jupiter, FL

Investments products and services available only to residents of: AL, AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MN, 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.

*Securities offered through Peak Brokerage Services LLC, Member FINRA/SIPC Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Blackridge Asset Management and The Financial Guys are separate entities from Peak Brokerage Services, LLC.

**Securities offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Advisory Services offered through Independent Solutions Wealth Management LLC, a Registered Investment Adviser. Independent Solutions Wealth Management and The Financial Guys are separate entities from Peak Brokerage Services LLC.