Investment Advisors Glenn Wiggle & Michael Lomas founded The Financial Guys in 1999 and have grown the practice to one of Western New York’s largest and most respected financial institutions.
The Financial Guys is founded on bringing valuable wealth management resources to our clients. We continue to operate under that philosophy.
The Financial Guys is an independent firm. That means we are not owned by or influenced by any insurance company, bank, or investment company. Our arsenal of products and services gives us access to almost all investment, insurance and wealth management products and companies. Our sole bias resides on the side of the client. To bring appropriate solutions to that client and their family no matter what company they come from.
The Financial Guys specializes in wealth management for families and small to medium size business. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. From there we can assist you in developing a financial road map to where you want to go.
Securities offered through Peak Brokerage Services, LLC
Member FINRA/SIPC.
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Company Details
- Employees
- 25
- Address
- 6631 Main Street, Williamsville,ny 14221,united States
- Phone
- (716) 633.1515
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- thefinancialguys.com
- Keywords
- Investment Planning, Retirement Planning, Wealth Management, Divorce Planning, Wealth to Women, College Planning, AAA, Estate Planning, Medicare, financial planning, financial services, financial, retirement services.
- HQ
- Williamsville, NY
The Financial Guys Questions
The Financial Guys's helpline number is (716) 633.1515
The Financial Guys's website is thefinancialguys.com
The Financial Guys's LinkedIn profile is https://www.linkedin.com/company/the-financial-guys
The Financial Guys has
25 employees.
View email and phone details for 25
employees at The Financial Guys.
The Financial Guys's industry is
Financial Services
The Financial Guys's top competitors are
Fourbridges Financial Group,
Captrust,
Merrill Lynch,
Financial Sense® Wealth Management,
Vise,
Financial Freedom Wealth Management Group, Llc,
Independent Solutions Wealth Management, Llc,
The Financial Guys Insurance Agency,
Wealth To Women,
The Financial Guys Home & Auto.
The Financial Guys's categories are Financial Services
