A complete list of active advisors currently associated with Western New York Financial Group, LLC

Warmer can help you find a great advisor at Western New York Financial Group, LLC or one who fits your needs even better.

Western New York Financial Group serves individuals, corporations, and pension and profit‑sharing plans with comprehensive financial planning, portfolio management, retirement plan consulting, and estate settlement services. The firm also recommends and monitors third‑party investment advisers and provides participant enrollment and education services for qualified retirement plans. The firm manages client accounts using a proprietary investment model that relies on technical analysis, tailoring portfolios to each client’s objectives and risk tolerance and exercising discretionary trading authority when engaged. It actively monitors and rebalances accounts, conducts at least annual reviews, and may delegate day‑to‑day portfolio management or execution to recommended third‑party advisers while maintaining oversight. Notable aspects disclosed in the brochure include that one owner is a licensed insurance agent who may receive commissions for insurance sales, a potential conflict the firm says it mitigates through disclosures and policies. The firm also notes it formerly linked held‑away retirement accounts through a third‑party platform (Pontera/formerly FeeX) but has since delinked those accounts, and operates with two managing members overseeing roughly $84 million in discretionary assets for about 199 clients.

To learn more about the advisors currently working at Western New York Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.