Financial Planning and Advisement in the Western NY Area
Perform high quality professional financial services as effectively and efficiently as possible.
If you live near Buffalo, NY, and have recently changed jobs, are near retirement, or are negotiating any other type of financial change, you may benefit from the financial advisor services of The Financial Guys®. Whether you want to build savings, invest, or plan benefits, The Financial Guys® can put you, your family, or your business on track to wise and efficient wealth management.
The Financial Guys® have assisted the individuals and families of Western NY with a variety of financial planning services since 1999. Since we are an independent wealth management firm, we are not beholden to any investment or insurance agencies and able to provide a wider variety of financial planning products, services, and programs to our clients.
Our expert financial advisors are located across the country as well as in Buffalo, NY, providing convenient support and a wide familiarity with different financial laws and practices. No matter what your individual needs are, we have the resources and the knowledge to create a personalized roadmap to lead you to financial success.
We specialize in, but are not limited to the following:
Advisory wealth management
Corporate and individual retirement planning
Social Security and Medicare
We also offer financial planning classes to the public, at no cost and with no obligation to become one of our clients. Our financial advisors believe that providing the public with this opportunity to grow their knowledge will help individuals prepare and protect themselves and their loved ones from difficult financial scenarios, which will in turn help our economy and society as a whole.
Contact The Financial Guys® for your first no-obligation consultation. Learn more about our goal-based, comprehensive approach to financial security, the way we operate, and our ability to meet your needs before scheduling another appointment. Give us a call today at (716) 633-1515, and start on the road to meet your financial goals.
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