Company profile
The Financial Guys
- Industry
- Financial Services
- Employees
- 26
- Headquarters
- Williamsville, NY
- LinkedIn followers
- 476
- Office locations
- 3
The Financial Guys company summary
The Financial Guys is a company in the Financial Services industry, headquartered in Williamsville, NY. On LinkedIn the company has around 26 employees and 476 followers. The company lists 3 office locations. Its listed specialties include Investment Planning, Retirement Planning, Wealth Management, Divorce Planning, Wealth to Women.
What technology does The Financial Guys use?
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About The Financial Guys
Investment Advisors Glenn Wiggle & Michael Lomas founded The Financial Guys in 1999 and have grown the practice to one of Western New York’s largest and most respected financial institutions. The Financial Guys is founded on bringing valuable wealth management resources to our clients. We continue to operate under that philosophy. The Financial Guys 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 Financial Guys specializes in wealth management for families and small to medium size business. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. From there we can assist you in developing a financial road map to where you want to go. Securities offered through Peak Brokerage Services, LLC Member FINRA/SIPC. This material and/or opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual or entity. To determine what is appropriate for you, please contact me directly or consult another qualified professional. To 'Like', 'Share' or 'Follow' this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Peak Brokerage Services, LLC and have not been reviewed by Peak Brokerage Services, LLC as to its accuracy or completeness.
Specialties
Where is The Financial Guys located?
The Financial Guys lists 3 office locations.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
The Financial Guys thefinancialguys.com | Financial Services | 26 | - | Williamsville, NY |
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Frequently asked questions about The Financial Guys
What does The Financial Guys do?
Investment Advisors Glenn Wiggle & Michael Lomas founded The Financial Guys in 1999 and have grown the practice to one of Western New York’s largest and most respected financial institutions. The Financial Guys is founded on bringing valuable wealth management resources to our clients. We continue to operate under that philosophy. The Financial Guys 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 Financial Guys specializes in wealth management for families and small to medium size business. Your first no obligation appointment with the firm would include an introduction to who we are, how we operate, and how we are compensated. From there we can assist you in developing a financial road map to where you want to go. Securities offered through Peak Brokerage Services, LLC Member FINRA/SIPC. This material and/or opinions voiced herein are for general information only and are not intended to provide specific advice or recommendations for any individual or entity. To determine what is appropriate for you, please contact me directly or consult another qualified professional. To 'Like', 'Share' or 'Follow' this entity's/individual's page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Peak Brokerage Services, LLC and have not been reviewed by Peak Brokerage Services, LLC as to its accuracy or completeness.
How many employees does The Financial Guys have?
The Financial Guys has around 26 employees on LinkedIn.
Where is The Financial Guys headquartered?
The Financial Guys is headquartered in Williamsville, NY.
Where does The Financial Guys have offices?
The Financial Guys lists 3 office locations, including Williamsville, NY, US; Maumee, Ohio, US; Palm Beach Gardens, NY, US.
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