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Western New York Financial Group, LLC

EST. AUM
$84,133,024

CONTACTS
2

CLIENT ACCOUNTS
199

Firm Details

Metro area Buffalo
CRD Number 306083
Website wnyfg.com
Client types

Overview

Western New York Financial Group, LLC is a SEC-registered investment adviser headquartered in Buffalo, New York. The firm provides personalized investment management and wealth planning services primarily to individual investors and retirement plans. Operating as an independent RIA, the firm emphasizes discretionary portfolio management, long-term capital growth, and prudent risk management. With a focused team, the firm serves over 180 client accounts and manages approximately $80 million in regulatory assets. Western New York Financial Group integrates financial planning, portfolio construction, and retirement strategies while maintaining fiduciary responsibility. The firm also supports structured settlement and annuity solutions through an affiliated insurance platform.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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