Western New York Financial Group, LLC (WNYFG) is a financial advisory firm serving individuals and families in the Buffalo area, including Amherst and Orchard Park, New York. As an investment adviser registered with the U.S. Securities and Exchange Commission, the firm says its fiduciaries are required to act in clients’ best interests. Its team focuses on helping clients build retirement income plans and preserve wealth, while coordinating financial decisions around each person’s goals, circumstances, and comfort with risk.

WNYFG offers financial planning, retirement planning, portfolio management, investment guidance, debt management, and estate strategy. The firm also provides support related to insurance and tax considerations, while advising clients to consult qualified legal or tax professionals for individual guidance. Its services are intended for people at different stages of life, including retirees, working professionals, women, small-business owners, and first-time investors.

The firm describes its process as getting to know clients and their goals, developing a personalized financial strategy, and adjusting the plan as life changes.