The Financial Guys Email Format

Financial ServicesNew York, United States11-50 Employees

The Financial Guys is a financial services firm based in Williamsville, New York, founded in 1999 by investment advisors Glenn Wiggle and Michael Lomas. The firm focuses on wealth management for families and small to medium-sized businesses, offering a broad access to investment, insurance, and wealth management products through an independent model aimed at serving the client’s interests rather than any single product provider. Clients typically receive an introductory consultation to understand the firm’s operating approach and compensation structure, followed by assistance in developing a financial road map aligned with their goals. The company acts as a fiduciary and positions itself as independent from insurance, banking, or investment company ownership, leveraging its diverse product access to tailor appropriate solutions. The Financial Guys operates as a regional wealth management institution in Western New York, and a recent note highlights a large client appreciation event hosted for attendees, reflecting ongoing engagement with its client base.

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