Anthony Szefler, Cfp®
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Anthony Szefler, Cfp® Email & Phone Number

Certified Financial Planner at The Financial Guys
Location: Lancaster, New York, United States 3 work roles 4 schools
1 work email found @iswealthmanagement.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email a****@iswealthmanagement.com
LinkedIn Profile matched
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Current company
The Financial Guys
Role
Certified Financial Planner
Location
Lancaster, New York, United States
Company size
26 employees

Who is Anthony Szefler, Cfp®? Overview

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Quick answer

Anthony Szefler, Cfp® is listed as Certified Financial Planner at The Financial Guys, a company with 26 employees, based in Lancaster, New York, United States. AeroLeads shows a work email signal at iswealthmanagement.com and a matched LinkedIn profile for Anthony Szefler, Cfp®.

Anthony Szefler, Cfp® previously worked as Certified Financial Planner at Independent Solutions Wealth Management, Llc and Registered Representative at Peak. Anthony Szefler, Cfp® holds Financial Planning from The American College Of Financial Services.

Company email context

Email format at The Financial Guys

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*@iswealthmanagement.com
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AeroLeads found 1 current-domain work email signal for Anthony Szefler, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Anthony Szefler, Cfp®

I am a fully licensed Certified Financial Planner and Certified Estate Planner. I hold Series 6, 63, 65 Securities Licenses along with my NYS Life, Accident and Health Insurance License. I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. I then help create a customized wealth management approach that can be flexible as their needs change along with market conditions.__Advisory Services offered through Independent Solutions Wealth Management, LLC, an SEC Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Independent Solutions Wealth Management, LLC and The Financial Guys, LLC are separate and independent entities from Peak Brokerage Services, LLC.

Current workplace

Anthony Szefler, Cfp®'s current company

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The Financial Guys
The Financial Guys
Certified Financial Planner
williamsville, new york, united states
Website
thefinancialguys.com
Employees
26
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Company profile
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3 roles

Anthony Szefler, Cfp® work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current
The Financial Guys

Williamsville, New York, United States

Oct 2020 - Present

Registered Representative

Peak
Team & coworkers

Colleagues at The Financial Guys

Other employees you can reach at thefinancialguys.com. View company contacts for 26 employees →

ML Mike Lomas Mike Lomas Colleague at The Financial GuysBuffalo, New York, United States, United States View → MJ Murissa Joachimi Murissa Joachimi Colleague at The Financial GuysNorth Tonawanda, New York, United States, United States View → JS Joseph Schrutt Crps® Joseph Schrutt Crps® Colleague at The Financial GuysLancaster, New York, United States, United States View → MR Michael R. Shaver Cfp® Cca Michael R. Shaver Cfp® Cca Colleague at The Financial GuysBuffalo-Niagara Falls Area, United States View → GP Gregory Petrie Crpc, Csscs Gregory Petrie Crpc, Csscs Colleague at The Financial GuysEden Prairie, Minnesota, United States, United States View → RW Ron Waskow Ron Waskow Colleague at The Financial GuysBuffalo, New York, United States, United States View → MR Madison Rozler Madison Rozler Colleague at The Financial GuysBuffalo-Niagara Falls Area, United States View → BJ Brian Janak Brian Janak Colleague at The Financial GuysBuffalo, New York, United States, United States View → EC Elizabeth Clason Elizabeth Clason Colleague at The Financial GuysLancaster, New York, United States, United States View → CM Connor Mcmahon Connor Mcmahon Colleague at The Financial GuysTonawanda, New York, United States, United States View →
4 education records

Anthony Szefler, Cfp® education

Bachelor Of Science - Bs, Finance

University At Buffalo

Activities and Societies: Financial Management Association

FAQ

Frequently asked questions about Anthony Szefler, Cfp®

Quick answers generated from the profile data available on this page.

What company does Anthony Szefler, Cfp® work for?

Anthony Szefler, Cfp® works for The Financial Guys.

What is Anthony Szefler, Cfp®'s role at The Financial Guys?

Anthony Szefler, Cfp® is listed as Certified Financial Planner at The Financial Guys.

What is Anthony Szefler, Cfp®'s email address?

AeroLeads has found 1 work email signal at @iswealthmanagement.com for Anthony Szefler, Cfp® at The Financial Guys.

Where is Anthony Szefler, Cfp® based?

Anthony Szefler, Cfp® is based in Lancaster, New York, United States while working with The Financial Guys.

What companies has Anthony Szefler, Cfp® worked for?

Anthony Szefler, Cfp® has worked for The Financial Guys, Independent Solutions Wealth Management, Llc, and Peak.

Who are Anthony Szefler, Cfp®'s colleagues at The Financial Guys?

Anthony Szefler, Cfp®'s colleagues at The Financial Guys include Mike Lomas, Murissa Joachimi, Joseph Schrutt Crps®, Michael R. Shaver Cfp® Cca, and Gregory Petrie Crpc, Csscs.

How can I contact Anthony Szefler, Cfp®?

You can use AeroLeads to view verified contact signals for Anthony Szefler, Cfp® at The Financial Guys, including work email, phone, and LinkedIn data when available.

What schools did Anthony Szefler, Cfp® attend?

Anthony Szefler, Cfp® holds Financial Planning from The American College Of Financial Services.

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