The Financial Guys
305 Spindrift Drive, Williamsville, NY 14221
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
The Financial Guys is an independent wealth management firm located at 305 Spindrift Drive in Williamsville, New York. They specialize in providing investment and insurance services for individuals, families, and businesses. Their goal-based and comprehensive approach helps clients develop a personalized financial strategy. The Financial Guys are committed to putting their clients first and offering a wide range of financial products and services. They also support Western New York Veterans through donations. The firm offers workshops and classes on various financial topics, such as taxes, retirement planning, and estate planning. Securities are offered through Peak Brokerage Services, LLC. Residents of select states are eligible for investment products and services. The Financial Guys encourage prospective clients to take a short questionnaire to determine their Risk Score and find the right investment strategy for them.
Reviews
"The Financial Guys are excellent. If you have questions or need medical health insurance through market place or Medicare save yourself hours of frustration and make appointment with Chris Moody or Abby if the team at the office and you will be well taken care of . Cannot recommend then high enough"
"Brian Parisi was extremely helpful & provided great information that helped me with my yearly Medicare options. Would recommend Brian & the Financial Guys to anyone who is seeking sound financial advice. Thank you Brian!"
"Amazing place. Medicare choices are detailed and comparisons of different options are done prior to our meeting. Brian is wonderful with practical advice and made the 2024 choice so much easier. Thank you Financial Guys for your help with investing (Mike Hoeflich) and Medicare!"
"Met with Phil Provenzano at the Rochester, NY office in regards to reviewing my Medicare Advantage Plan. He is very informative and got right to my specific needs. All my questions were answered to my satisfaction. Made a change to a better plan, which will cost me less money throughtout the year. My doctors all came up as in network, which is a very big plus!! Phil's customer service team is also the best I've come across in the field. I'm very happy to have heard Phil on the weekly Financial Guys radio program on Saturdays. I was encouraged to call and give them my time."
"I had 5 life insurance policies (3 term and 2 whole) that I wanted to consolidate into one term life policy. I worked with Russ Gaiser to help find me the best policy to fit my families needs. Russ was excellent to work with and kept me up to date throughout the process. It was a nice work with a financial representative that understood my needs and wasn't trying to sell me a policy I didn't need."
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