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. 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.
Investment Consulting
Ryan Fernandez
The Avida Team
FinPoint™
InvestmentNews, Michael Silver, Eric Sheikowitz
Michael Tory
Investment Quorum
Future of Wealth Management
SEI Private Wealth Management
Momentum Media
XY Media
The Gottlieb Organization
Buckingham Wealth Partners
Betsy Wiersma & Harbor Wealth Management
Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
Michael Kitces
Investment Planning Counsel
Eric Lawton
Laura Gregg and David Partain
Laura Gregg and David Partain
OBJECTWAY
Laura Gregg and David Partain
Laura Gregg and David Partain
Laura Gregg and David Partain
Ayush Sharma
Always Be Closing Show
Citywire
Jacqueline Lockie
CWB Wealth Management
Kim Butler and Tammi Brannan
Cooper Lewis at Highland Capital Brokerage
Laura Gregg and David Partain
Blueleaf
The Evolving Advisor Podcast
Charlie Van Derven
WealthManagement.Com
Barron's Advisor
Broc Buckles and Peter Ciravolo
financialdna
financialdna
SLA Financial Solutions
Private Vista
UBS advisor podcasts
Jim Stackpool - Founder Certainty Advice Group
Ameritas Life Insurance Corp.
The Financial Planning Training Academy
XY Media
tru Independence
Cambridge
PracticeLab podcast
The Entrepreneurial Wealth Manager Podcast
Tony Steuer
Jacqui Henderson
The Heritage Institute
XY Media
The Institute of Advanced Financial Planners | David Miller
None
MetLife Australia
Reuben Bergola
Brendan Frazier
SYMO interactive
Mark Wade
CynVirtuoso
Alan Moore and Michael Kitces
Monica Szakos Cramer, CFF
Castine LLC / Robin Hodgkins
Coldstream Wealth Managment
moneyinfo
None
John McDonough
womenworkinginwealth
Mark Bruno
Mark Akeroyd
cegvideo
Scott Fitzpatrick
Openwork Mortgage & Protection
Euromoney
TD Ameritrade Institutional
...For Advisors
CEG Worldwide
Evolve Alliance
SEI Ventures
Your Retirement Team
Amar Shah
Dimensional Fund Advisors
Andy Hart / Listen Notes
Brad Atkins
Doug Fritz
Hartford Funds
Richard E. Boone
John Brown
WISE (Women In Subsea Engineering)
Bill Coppel
Finch Confidence
Pioneer Debt Solutions
Michael Lawes
Scott Morrison and Matt Nordmann
Aberdeen Standard Investments
Prager Metis