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.

"The Financial Guys" Glenn Wiggle & Mike Lomas

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.
 

"The Financial Guys" Glenn Wiggle & Mike Lomas

Follow the podcast:

354 clip(s) in playlist

"The Financial Guys" Glenn Wiggle & Mike Lomas

Follow the podcast:

.css-1989ovb{vertical-align:middle;}.css-xs2b35{display:inline-block;-webkit-flex:none;-ms-flex:none;flex:none;width:4px;}354 clip(s) in playlist

354 clip(s) in playlist