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The Financial Guys

Locations: 6631 Main Street Williamsville, NY 14221, US + (+2 more)

Company Size: 1 - 100

Industry: Financial Services

Company Website

AI Description

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  • Connor McMahon profile image

    Financial Advisor at The Financial Guys

  • Gregory Petrie CRPC, CSSCS profile image

    Senior Financial Advisor/ Financial Representative at The Financial Guys

  • Jay 💥 Blanchard profile image

    I help Senior Professionals reduce their #1 expense TAXES by optimizing an investment saving and withdrawal strategy that reduces lifetime tax liability using our proven tax minimization process

  • Mike Lomas profile image

    CEO & Partner of The Financial Guys | Founder of Independent Solutions Wealth Management | Board Member of Neiman Funds | Co-Founder of PEAK Brokerage Services

  • Michael R. Shaver CLU®,CFP®,CCPS® profile image

    Financial Planner at The Financial Guys, LLC.

  • Murissa Joachimi profile image

    Financial Assistant

  • Brian Janak profile image

    Vice President Employee Benefits at The Financial Guys

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