Perform high quality professional financial services as effectively and efficiently as possible.
When it comes to investing there is no “one-size fits all” model. Therefore we offer a variety of services to fit your financial needs. Our firm has a team of financial advisors whose focus is ensuring you receive the help you need by applying their knowledge and expertise in the following areas.
Our team is not limited to the financial services listed below. Please call our office to find an advisor or specialist to best accommodate your needs.
Multi-Step Approach to Providing High Quality Financial Services
We take a multiple step approach to help our clients achieve financial success
Step 1: Help our clients clearly define their goals and objectives.
By listening and looking at things from your perspective we are able to obtain a better understanding of your specific needs. As part of the process we analyze your investment time horizon and tolerance for risk. Only when the first step is fully completed can we move on to the second step.
Step 2: Tailor fit an investment plan to help achieve your specific objectives.
In forming your investment plan we use effective financial principles, such as asset allocation and sector allocation programs. We believe that for many investors a large and unrecognized risk is not stock market volatility but rather an misguided or erratic investment strategy.
Step 3: Implementation of your investment plan.
It is our job as a full service financial firm to help ensure a seamless transition into the appropriate investments. Our Investment Professionals in Buffalo, NY handle all aspects of implementation. Helping to ensure a smooth and efficient process.
Step 4: Ongoing monitoring of your investment plan.
Finally we reach the most important step. We meet with all of our clients on a regular basis to perform a financial check up. This is when we will adjust your investment plan as needed. As your needs and circumstances change so should your investment strategy. Most of all, we want to help ensure that your investment plan keeps pace with the changes in your life.
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