Updated October 02, 2023
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Western New York Financial Group

Investment Advisor Firm
Total assets under management$65M
Years in business2024+

About Western New York Financial Group

Western New York Financial Group, led by seasoned financial advisor Mark Narby, boasts over two decades of dedicated service, prioritizing the financial well-being and retirement comfort of its clients. With a clientele that has evolved from couples to include elderly clients and widows, the firm understands the cyclical nature of life and provides a full-spectrum team of experts capable of addressing various financial needs.

Mark Narby, a Buffalo native with deep community ties, maintains impressive qualifications, including Series 66 and Life & Health Insurance licenses, coupled with a Juris Doctorate from SUNY at Buffalo School of Law.

The firm's mission is to truly know and understand clients, tailoring personal finance strategies that enhance their current lifestyles while securing a prosperous retirement. Their experienced team excels in deciphering today's intricate financial landscape and helps demystify retirement planning.

What sets Western New York Financial Group apart is its meticulous process, from initial comprehensive financial assessments to frequent client meetings, ensuring a calm and effective strategy implementation. The firm prioritizes personal service and detail-oriented attention, limiting the client base to provide the utmost care and focus.

Recognizing the importance of meticulous planning for retirement, the firm emphasizes not only asset management but also informed decisions regarding social security, pension options, and retirement account withdrawals. Their approach to wealth management ensures consistent portfolio evaluation and economic analysis to optimize returns and reduce volatility.

With a commitment to transparency and client well-being, Western New York Financial Group offers complimentary portfolio reviews and strives to empower clients with the knowledge needed for a secure financial future.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Wealth Management
  2. Financial Planning
  3. Portfolio Management
  4. Asset Management
  5. Financial Planning
  6. Retirement Planning
  7. Estate Planning

More about Western New York Financial Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
3060832

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Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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