Western New York Financial Group, LLC

Western New York Financial Group’s financial advising helps with all areas of life, including comprehensive and actively managed services for college, estate, 401k/403b, and profit-sharing planning.

Western New York’s Financial Group does offer financial advising for disability income, life, and long-term care insurance so our clients can mitigate financial risk.

WNYFG in Depew, New York provides asset management for many IRA investments including Rollover IRA, traditional IRA, Roth IRA, SEP IRA, and simple IRA.

Yes, Western New York Financial Group’s financial planning services include retirement, social security, and wealth management along with several other services like fidelity investments or the creation of personalized life maps to help you make smart choices for your future.

Yes, WNYFG based in Depew, New York offers portfolio management needed for their clients' successful retirement by providing asset management services with biweekly evaluations and monthly reviews of economic environments.

Unfortunately, Western New York Financial Group does not provide services for filing of Form W-4V and similar tax forms. We do work with several accounting firms who may be able to help you with filing these forms.