The Financial Guys™
one stop financial shop
Your team of trusted advisors, navigating your financial roadmap.
About The Financial Guys
The Financial Guys™ is an independent wealth management firm headquartered in Williamsville, New York, with satellite offices in Rochester, NY, Eden Prairie, Minnesota, and Jupiter, Florida. We specialize in wealth management and financial planning for individuals, families, and businesses. As independent advisors and representatives, we have access to a variety of financial products and services to offer clients. Our curated team of professionals boasts more than 200 years of combined experience. Servicing clients with Financial Planning, Social Security, Retirement Planning, Home & Auto Insurance, Medicare, Estate Planning and more since 1999.
Services We Offer
Financial Plans
Often seems overwhelming, but our committed teamwork approach ensures you’re in the right hands to achieve your financial goals. We have a variety of tools and knowledge to get you on a path to success.
Insurance Agency
Our one of a kind independent agency has the ability to provide you with a multitude of insurance options. From Home & Auto to Medicare, employee benefits & beyond, The Financial Guys Insurance Agency is your one-stop insurance shop.
Why Join Our TFG FAMILY?
Client Experiences
Tom P.
The client was not compensated for their unsolicited testimonial*
★★★★★ 5/5
My Wife and I have been associated with The Financial Guys™ for about 1 year. Switching to them was the best decision we ever made. Great Customer Service. Mike Shaver is our Consultant. He has been available to us for any questions or service regarding our investment needs. We will soon be looking into some of their other services soon. We chose to give them 5 star because they have been perfect.
Sally H.
The client was not compensated for their unsolicited testimonial**
★★★★★ 5/5
Mike Hoeflich was able to help me understand 10 year projections with my current plan, make adjustment to meet the gap in my retirement, and help me understand my social security benefits.
Jenna N.
The client was not compensated for their unsolicited testimonial**
★★★★★ 5/5
My husband and I are just getting started, we had met with Anthony for the first time and are so excited for our future. He was so informative and made us feel so comfortable. He helped us create a financial plan to increase our cash flow and starting to prepare for our future. I highly recommend Anthony at The Financial Guys and I look forward to meeting with him again soon!
You ask, we answer
Beyond numbers, The Financial Guys™ professionals prioritize your assets. As fiduciaries, our advisors are here for your best interest. For additional questions, please contact our offices; someone will be happy to help!
A risk score is a personalized calculation that determines a six-month investment probability range of investment results that you can realistically be comfortable with. This score is important in determining what portfolios are suitable for you and your goals.
Determine your risk score to better understand your investment strategies. This is your first step for any financial plan.
The Financial Guys™ are a true one-stop shop for all your financial needs. We specialize in wealth management, retirement planning, 401k sales, group & individual insurance needs, Medicare, Social Security claiming strategies, home & auto insurance and MORE!
We make this step easy! Fill out the contact us page and one of our representatives will reach out to you to schedule your complimentary consultation. If you prefer to call our office, please contact us at 716-633-1515 to schedule an appointment today. That’s it, our experts will take over from there!
Our advisory team prides themselves on being independent fiduciaries. This is important because not only can they offer you the best possible products to build out your plan, but they are also bound to act in the best interest of their clients. Therefore, their compensation is aligned with the success of the client.
The financial guys
In The Media
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Surprise: Supposedly Irresponsible Millenials and Gen Xers Are Better Prepared For Retirement Than Baby Boomers, Report Says
Advisors
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Have Questions?
- Monday - Friday:
- 9:00AM - 5:00PM
Locations:
- Buffalo, NY (HQ)
- (716) 633-1515
- 305 Spindrift Drive, Williamsville, NY 14221
- Rochester, NY
- Batavia, NY
- Eden Prairie, MN
- Jupiter, FL
Investments products and services available only to residents of: AL, AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI.
Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC
The Financial Guys is not an affiliate of Peak Brokerage Services, LLC. 305 Spindrift Drive Williamsville, NY 14221 © The Financial Guys
To view the firm’s Regulation Best Interest (“Reg BI”) disclosure and Customer Relationship Summary “Form CRS” please use the provided links.
*Securities offered through Peak Brokerage Services LLC, Member FINRA/SIPC Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Blackridge Asset Management and The Financial Guys are separate entities from Peak Brokerage Services, LLC.
**Securities offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Advisory Services offered through Independent Solutions Wealth Management LLC, a Registered Investment Adviser. Independent Solutions Wealth Management and The Financial Guys are separate entities from Peak Brokerage Services LLC.
Social Security
Whether you’re nearing retirement age or planning for the future, understanding how to maximize your benefits is crucial. Explore various options to help you make informed decisions about your social security claim.