The Financial Guys logo
VerifiedFinancial Services

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.

7-day free trial · no credit card

HeadquartersWilliamsville, United StatesEmployees27(51 to 200)Annual revenue<$1MWebsitethefinancialguys.comLinkedIn profileLinkedIn

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

Sign up free to see all 20 verified contacts at The Financial Guys

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Decision-makers and verified team members

20 contacts with verified email or phone · masked until revealed.

Sign up free →

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

Sign up to unlock all 20 contacts at The Financial Guys

Free for 7 days · 50 credits · no card · only pay for verified records.

Sign up free

Sign up to reveal 20 verified contacts at The Financial Guys

7-day trial · no credit card · cancel anytime · only pay for verified records.

Trusted by sales, marketing, and GTM engineering teams.

The Financial Guys | Kipplo Discover