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    The Financial Guys

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    Description

    • Investment Advisors Glenn Wiggle & Michael Lomas founded The Financial Guys in 1999 and have grown the practice to one of Western New Yorks 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.
    • location

      Headquarters:6631 Main Street , Williamsville, New York, United States

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    • The Financial Guys phone

      Phone Number: +1 716-633-1515

    • The Financial Guys website

      Website: https://www.thefinancialguys.com

    • The Financial Guys employees

      Employees:26

    • The Financial Guys revenue

      Revenue:$1 - 10M

    • The Financial Guys legal name

      Legal Name:The Financial Guys

    • The Financial Guys's Social Media

      The Financial Guys linkedin The Financial Guys facebook The Financial Guys twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Founder And Partner for The Financial Guys

    Mike Lomas

    Founder And Partner

    Person level website visitor identification

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    View Employees

    Mike Lomas

    Founder And Partner

    Brian Janak

    Vice President Employee Benefits

    Brian Faraci

    Director Of Operations

    Kaitlin Bluhm

    Marketing Director

    Rohn Pierce

    Wealth Manager

    Frequently Asked Questions regarding The Financial Guys

    • Where are The Financial Guys's Headquarters?

      The Financial Guys's Headquarters are in 6631 Main Street ,Williamsville,New York,United States

    • What is The Financial Guys's phone number?

      The Financial Guys's phone number is +1 716-633-1515

    • What is The Financial Guys's official website?

      The Financial Guys's official website is https://www.thefinancialguys.com

    • What is The Financial Guys's Revenue?

      The Financial Guys's revenue is $1 - 10M

    • What is The Financial Guys's NAICS code?

      The Financial Guys's NAICS code is 523930

    • How many employees are working in The Financial Guys

      The Financial Guys has 26 employees

    • What is The Financial Guys's Industry?

      The Financial Guys is in the industry of Financial Services

    • Who is The Financial Guys's Founder And Partner?

      The Financial Guys's Founder And Partner is Mike Lomas

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