The Financial Guys

Western New York's Trusted Advisors

Management, Investments, Insurance

Call Toll Free: 1-800-428-6008 | 716.633.1515


Our Workshops & Seminars are held throughout locations in Western New York. In these seminars we try and cover general topics such as our investment philosophy, your financial road map, the homework package, and how to pick an advisor. We try to hold seminars once a quarter with a tilt for the warmer weather. Our seminars are more like an educational workshop. What we mean by that is that we don’t stand at the front of the room and talk. We try to keep an educational type format oriented towards helping you get the answers you want. These are not sales presentations and we never ask you to buy or sign anything at these seminars. We urge to you to come ready to learn with a pen and paper.

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