The Financial Guys
Investment Advisors Glenn Wiggle & Michael Lomas founded The Financial Guys in 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.
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Verified contacts
20
available on Kipplo
LinkedIn employees
27
51 to 200 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
1
tools in use
Monthly traffic
380
organic / mo
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Decision-makers and verified team members
20 contacts with verified email or phone · masked until revealed.
- BJ
Brian Janak
Vice President Employee Benefits · Human Resources
EmailPhone - JS
Joseph Schrutt
Financial Advisor · Finance & Accounting
EmailPhone - MR
Madison Rozler
Administrative Assistant · Operations
EmailPhone - AH
Anne Horan
Director of Media & Events · Other
EmailPhone - JH
Jack Haxton
Wealth Manager · Finance & Accounting
EmailPhone - RP
Rohn Pierce
Wealth Manager · Finance & Accounting
EmailPhone - AS
Anthony Szefler
Certified Financial Planner · Finance & Accounting
EmailPhone - CM
Connor McMahon
Financial Advisor · Finance & Accounting
EmailPhone - LW
Lily Wiggle
Media and Production · Advertising & Marketing
EmailPhone
Showing 9 of 20 verified contacts
Top roles at The Financial Guys
16 distinct titles indexed · top 10 shown.
- 3financial advisor
- 2internship trainee
- 2wealth manager
- 1administrative assistant
- 1certified financial planner
- 1director of media & events
- 1executive director
- 1financial services advisor
- 1founder partner
- 1independent financial advisor
- +6more titles
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