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    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Associated Firms

Annette Olday headshot

Annette Olday

Financial Advisor
Hamburg, New York
View bio

Katie Weibel

CFP®, MBA®
Haven Financial Planning
View bio

Jason Myers

Financial Advisor
JBM Heath & Wealth Consulting
View bio

Andrew Swartwout

Financial Advisor
Swartwout Financial Management
View bio

Julianne Lepo-Incardona, CDFA

Certified Divorce Financial Analysor
Turning Tides Financial
View bio

Mark Procknal, CFS

Retirement Income Advisor
19 S. Long Street
Williamsville, NY 14221
View bio

Kyle Leikam CEPA, CRPS, APMA

View bio

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Location

400 Sterling Drive
Orchard Park, NY 14127

Contact Info

P | 716-800-4291
F | 716-970-4545
E | info@silvergrovegroup.com

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Silver Grove Advisory Services, a registered investment advisor. Silver Grove Financial Group, Inc. and Silver Grove Advisory Services are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NY, MD.

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