The Financial Guys® are an independent wealth management firm. They have recently relocated within Williamsville, an affluent suburb outside of Buffalo, New York and are opening a location in sunny South Florida. Their independence allows broad access to financial products and services that gives their clients the opportunity to consider almost all investment, insurance and wealth management products available on the market. Their 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 talk about a Social Security Claiming workshop they are holding at their office on Tuesday, July 16 at 6:15 p.m.
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