The Financial Guys - Williamsville, New York

The Financial Guys

Address: 305 Spindrift Dr, Williamsville, NY 14221, United States.

Phone: 7166331515.

Website: thefinancialguys.com.

Especialidades

Specialties: Financial planner, Auto insurance agency, Business to business service, Financial consultant, Home insurance agency, Insurance agency, Investment service, Life insurance agency.

Características

This company has 136 reviews on Google My Business.

Average opinion: 4.8/5.

Otras características

Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.

Opiniones

The Financial Guys ofrece una amplia gama de servicios financieros, incluyendo planificación financiera, agencia de seguros de auto, servicios de negocios, consultoría financiera, agencia de seguros de hogar, agencia de seguros, servicio de inversión y aseguramiento de vida.

Ubicación

Está ubicado en 305 Spindrift Dr, Williamsville, NY 14221, United States.

Información recomendada

Para personas que buscan servicios financieros, The Financial Guys es una excelente opción. Con 136 reseñas positivas en Google My Business, es claro que esta empresa es confiable y experta en su campo. Los servicios ofrecidos, como planificación financiera, agencia de seguros de auto y consultoría financiera, son muy útiles para personas que buscan asesoramiento sobre sus finanzas personales o empresariales.

👍 Reviews of The Financial Guys

Michael N.

5/5

I worked with Phil Provenzano to work through Medicare Advantage Plans for my Father, who is a fully disabled veteran. Phil informed me of a plan specifically for veterans using the VA system. I did not know of this plan, and it will save my Father over $1,500/year. Phil was very knowledgeable and great in communicating all the options for my Father. He even got my Father enrolled in the veteran's plan so that I did not have to navigate the Medicare morass to find and enroll in the correct plan. He gave me a heads-up about the windows for my upcoming Medicare event. I will definitely be seeing Phil again when it is my turn to slay the Medicare Beast. I highly recommend Phil as a person that you need to navigate the Medicare maze. Phil, Thank you.

Darlene

5/5

Phil, has been a great help to me not only about Medicaid but financial questions also and even wrote a letter on my behalf expressing concerns to a lawyer he trusts. I give him a 5 out 5 because you know and feel he's personally involved with helping you on every aspect you can give him. Thank you Phil!!!

Karrie H.

5/5

I was panicked and overwhelmed with mail and phone calls from people trying to "help" get me through the process of getting Medicare. Phil was and is hugely supportive and knowledgeable. He guided me step by step and if I had any concerns or question's they were answered immediately. He deserves way more than 5 stars!!

Kathy L.

5/5

Phil Provenzano did an excellent job helping me navigate through the varios Medicare supplement options. He is extremely knowledgeable, reliable and personable. I would highly recommend him!

Donna D.

5/5

Phil Provenzano has been the best. He helped my husband and I get our Medicare together for the first time. Get my son's insurance straightened out. Is quick to answer emails. Is very knowledgeable, friendly, kind and funny. He is definitely a keeper. And I will always be grateful for his help and kindness.

Geri L.

5/5

Phil is amazing. He goes way beyond expectations, has a vast knowledge of the Medicare plans. Very friendly and easy to work with, instills confidence in what and why he recommends certain plans, explaining plans in an easy understandable way.
Phil also resolved an issue with a current plan. You don’t feel rushed or pressured. We highly recommend him.

David G.

5/5

Since retiring we have contiued our medical coverage through my former employer and the premium for 2024 was going to be in excess of $12,000.00. A friend suggested that I contact The Financial Guys and was fortunate to work with Brian Faraci, their Director of Operions. He was able to point me in the direction of another health care provider with similar coverage and a $0 premium. Recently we were notified that the carrier was dropping the program we were in and offered another program beginning in 2025 with less coverage and a premium of $112.00 per month. I contacted Brian again and he was able to get us medical coverage with another health care provider and a $0 premium. The Financial Guys have not charged a fee for the services provided and I cannot say enough about how truly "customer focused" Brian Faraci is. He even corresponded with me over the weekend to finalize the application process which has been completed.

James C.

5/5

Phil Provenzano has been very helpful and efficient the last two years with my Medicare Part C/D coverage. I developed serious health issues this year and these additional parts of Medicare are so essential to me. Good job.