Menu
We have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and have added multiple offices in south Florida. Our independence allows broad access to financial products and services that gives our clients the opportunity to consider almost all investment, insurance and wealth management products available on the market. Our sole bias resides on the side of the client as they strive to bring appropriate solutions to their clients and their families.
We have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and have added multiple offices in south Florida. Our independence allows broad access to financial products and services that gives our clients the opportunity to consider almost all investment, insurance and wealth management products available on the market. Our sole bias resides on the side of the client as they strive to bring appropriate solutions to their clients and their families.
The Financial Guys® specialize in wealth management for individuals, families and businesses. Our unique process is goal based and comprehensive. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward we would ask you to complete some homework so we can learn more about you, your family, and your company’s current financial situation. From there we can assist you in developing a financial road map to where you want to go.
The Financial Guys® specialize in wealth management for individuals, families and businesses. Our unique process is goal based and comprehensive. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. If at that point you would like to move forward we would ask you to complete some homework so we can learn more about you, your family, and your company’s current financial situation. From there we can assist you in developing a financial road map to where you want to go.
Founder & Partner
Founder & Partner
Founder & Partner
Founder & Partner
Financial Advisor
Wealth Manager
Registered Assistant
Operations Officer
Operations Manager
Operations
Director of Accounting
Marketing Director
Digital Marketing Specialist
Media and Events Manager
Marketing Specialist
Assistant
Assistant
Assistant
Executive Assistant
Administrative Assistant
Account Manager
Insurance Professional
Insurance Agent
Manager & Business Development
Manager & Customer Service
Customer Service Representative
