The Financial Guys

Category: Financial planner

Address: 305 Spindrift Dr, Williamsville, NY 14221, USA

Phone: +17166331515

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–5PM

Saturday: Closed

Reviews

R Stearns

Jun 7, 2022

Very well known and knowledgeable people working here they will help you get the most out of your investments.

Jenna Nye

Apr 15, 2022

My husband and I are just getting started, we had met with Anthony for the first time and are so excited for our future. He was so informative and made us feel so comfortable. He helped us create a financial plan to increase our cash flow and starting to prepare for our future. I highly recommend Anthony at The Financial Guys and I look forward to meeting with him again soon!

caciv11 caci

Apr 13, 2022

I went in to set up an IRA and worked with Anthony szefler. He was extremely easy to work with and I felt like I had a really good understanding of what all my options were after talking with him. I will definitely be using him for my investments going forward.

Ashley Scarpone

Apr 6, 2022

Anthony was so helpful in me setting up my account! He picked the one that he felt was the best fit for me and I felt very comfortable with his confidence and choice!! Definitely referring him to anyone that asks!!

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Questions & Answers

can you help me sign up for health insurance

nancy szustak | Oct 2, 2019
Jay Blanchard | Oct 2, 2019

Yes. Call the office 633-1515 and McKenna will direct you.

I am interested in clearing up some questions on retirement. Is your service fee based? By that are you registered fiduciaries? Thank you.

Edward Hayes | Oct 2, 2019
Mike Zimmer | Oct 2, 2019

We are fee based and act as fiduciaries, yes.

how much does your service cost?

wally world | Oct 2, 2018
Jay Blanchard | Oct 2, 2018

1st appointment is complimentary.

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