Williamsville office
Financial planning in Williamsville, NY.
Our Williamsville office on Wherle Drive brings Silver Grove Financial Group's wealth management, estate planning, and financial wellness services to clients across Buffalo's Northtowns and the greater Amherst area. Whether you are planning for retirement, navigating a life transition, or preserving what you have built, our advisors meet you where you are.
About the firm
A Western New York firm built for the long term.
Silver Grove Financial Group, Inc. is an independent financial services firm helping individuals and families across Western New York build a financial future they can count on. From our Williamsville office, we help clients turn financial complexity into clarity — whether they are planning for retirement, navigating a life transition, or preserving what they have built.
Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advice is offered through Silver Grove Advisory Services, a registered investment advisor that is separate from LPL Financial. Working with an independent advisor means our guidance is shaped by your goals — not a sales quota.
What we help Williamsville clients with
- Wealth management and portfolio construction
- Retirement and rollover planning
- Estate and legacy planning
- Tax-aware income and withdrawal strategy
- Financial wellness for individuals and employer groups
Visit us
Our Williamsville office.
Stop by 2821 Wherle Drive, Suite 4 in Williamsville, or meet with an advisor by phone or video — whichever fits your week.
Address
2821 Wherle Drive, Suite 4
Williamsville, NY 14221
Phone
Fax
716-970-4545
Communities we serve
Serving Williamsville and the surrounding region.
We work with individuals and families across Williamsville and nearby communities — in person when it helps, and virtually whenever it's easier.
Start a conversation
Talk with a Williamsville financial advisor.
Tell us where you are today and where you want to go. We'll help you build a plan to get there.
