Why The Financial Guys?
What sets The Financial Guys apart from some of the other personal wealth management firms?
The Financial Guys Story
Glenn Wiggle & Michael Lomas who founded the firm in 1999 and have grown the practice to one of Western New York’s largest and most respected financial institutions.
The firm is founded on bringing valuable 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. To bring 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 size business. 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 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.