One-Stop Financial Shop

Your One-Stop
Financial Shop

Building your financial roadmap is more than just investing. As your one-stop shop, we offer a holistic approach to planning for your financial goals and future. Whether you’re just starting out, or are well into retirement, we have the solutions for you. See our services below or book an appointment today!

Services We Offer

Financial Plans

Empowering wealth through strategic financial planning and personalized solutions.

Estate Planning

Safeguard legacies, minimize taxes, and ensure smooth transitions.

Social Security

Trust our comprehensive strategies for effective social security planning with our specialists.

Retirement Planning

Craft your golden years, secure and optimize retirement income.

Investments

Strategize wealth growth, mitigate risks, and secure futures with our comprehensive advising services.

Medicare

Navigate healthcare confidently with our personalized Medicare services.

College Planning

Optimize education savings and navigate scholarships to ensure a bright future.

Home & Auto

Protection, savings & peace of mind with our comprehensible plans.

Employee Benefits

Maximize employee well-being with tailored and all-encompassing benefits packages.

Health Insurance

Shield your well-being with our diverse Health Insurance services, offering coverage and affordability.

Life Insurance

Provide peace-of-mind through our Insurance Agency, safeguard loved ones, and financial stability.

401k Assistance

Employee benefits, tax advantages, and retirement savings with our tailored 401k plans.

Have Questions?
Get in Touch!

Email

contact@thefinancialguys.com

Phone

833.346.4897

Address

305 Spindrift Dr, Williamsville NY, 14221

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.