The Financial Guys 

Strategic Partnerships

Outsourcing to Other Specialists

The Financial Guys are committed to giving you the best resources to make sure you reach your financial life goals. We have partnered up with some amazing companies to make sure we provide the best service for you. Check out our list of strategic partners we have collaborated with.

TFG Home & Auto

Our Insurance Company can help you shop over 25 companies to find you the best quote for all of your insurance needs.

Queen City Financial Group

At Queen City Financial Group, our goal is to give you certainty with our financial and life insurance services.

The Financial Guys Insurance Agency

The Financial Guys Insurance Agency was founded with one thought in mind: to provide our clients with individual health insurance, including Medicare.
Cross State Funding Logo

Cross State Funding

Cross State Funding utilize the latest state of the art digital pricing engine to satisfy the most demanding rate and fee shoppers. More than 20,000 mortgage rate matrixes are imported daily.

EG Tax

Our number one priority has been and will always be putting the clients needs first!

Todd & Karen Aichinger

We are committed to providing an unparalleled real estate platform empowering our agents with innovative tools.

Orchid Island Management Group, LLC

ADMINISTRATIVE FAMILY OFFICE SERVICES
Providing outsourced Administrative Family Office Services to high-net worth individuals, families and business owners for over 16 years.
BILL PAYING | BOOKKEEPING | PROPERTY MANAGEMENT

EBC Payroll

At EBC HR & Payroll Solutions, Inc., we allow organizations to focus on what they do best by supporting them with a full suite of business solutions

Independent Solutions Wealth Management

We are committed to assisting you in building a more secure future.

Neiman Funds

Strategies to capture and enhance market potential while managing investment risk

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

Facebook Twitter Linkedin Youtube
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.