Located in Buffalo, NY, Western New York Financial Group is a registered investment advisory firm offering a range of services, including financial planning, portfolio management, and pension consulting. With a team of two advisors, the firm oversees approximately $73.7 million in assets, serving around 160 clients, which results in an average account size of $460,413.

WNYFG caters to various client segments, including retirees, small business owners, working professionals, and women, providing personalized strategies to meet their unique financial needs. The firm’s mission revolves around understanding clients’ personal situations, identifying their dreams and goals, and maintaining open and honest communication to foster long-term relationships.