Glenn Wiggle & Michael Lomas who founded the firm over 10 years ago have grown the practice to one of Western New York’s largest and most respected financial institutions.
The firm is founded on bringing the appropriate wealth management resources to our clients. We continue to operate under that philosophy.
The firm 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 and to bring the appropriate solutions to that client and their family no matter what company they come from.The firm specializes in wealth management for families and small to medium sized 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 to you complete some homework so that 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. We use a team approach and strive to give you the best level of service available. The financial world is far too complex and fast moving for any one individual to keep up with today. With that in mind, we have put together a team of financial professionals. We have specialists in all the different disciplines in financial planning to include: investments, insurance, stocks, bonds, mutual funds, 401ks, estate planning, and business continuity. The Financial Guys LLC Radio show is one of Western New York’s longest running most highly rated talk show. It has been airing on WBEN 930 radio from 1:00 – 3:00 Saturday’s since 1999. This show can also be heard streaming from the web by going to www.wben.com. We continue to talk about relevant financial issues dealing with finance from a scope that ranges from individual to global. We host guest speakers on the show from time to time to give our listeners unique perspectives. We hope you enjoy your visit. We look forward to serving your needs in the future.