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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.

View Top Employees from The Financial Guys
Website https://thefinancialguys.com/
Revenue $16 million
Employees 27 (23 on RocketReach)
Founded 1999
Address 6631 Main Street, Williamsville, New York 14221, US
Phone (716) 633-1515
Technologies
Industry Financial Services, Finance General, Banking, Investment Planning, Finance, Retirement Planning, Lending and Investments, Wealth Management, Insurance, Divorce Planning, Wealth to Women, College Planning, AAA, Estate Planning, Medicare
Web Rank 8 Million
Keywords Michael Lomas, Wben Radio Personalities Mike Lomas
Competitors AMT Inc., Pepsi Bottling Ventures, Quantitative Brokers, TGM, The Wall Street Transcript
SIC SIC Code 621 Companies, SIC Code 62 Companies, SIC Code 6211 Companies
NAICS NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies

The Financial Guys Questions

The The Financial Guys annual revenue was $16 million in 2024.

23 people are employed at The Financial Guys.

The Financial Guys is based in Williamsville, New York.

The NAICS codes for The Financial Guys are [52, 5239, 52393, 523].

The SIC codes for The Financial Guys are [621, 62, 6211].

Top The Financial Guys Employees

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