Southtowns Financial Group, based in Orchard Park, N.Y., is an extensive, comprehensive financial services firm committed to helping our clients grow wealth with responsibility. We work with individuals and their families, as well as with business owners.
Founded by Daniel S. Blake in 1994, Southtowns Financial Group’s goal is to assist our clients in every aspect of their financial lives, including investments, retirement income planning, insurance and business succession. We strive to provide financial stability and security for each of our clients and their families. By focusing on the three pillars, Protection, Savings, and Growth, we will show you how to get the maximum use of your money through increasing benefits and money supply, reducing opportunity costs, and managing the eroding factors of wealth. Our customized strategies are infinite in design and based on facts rather than opinion; our approach allows us to verify each decision to help ensure your financial success.
We pride ourselves on our extraordinary customer service, ensuring that you have access to our highly educated team at any time. We value our relationships and meet at least once a year to audit our programs based on changes in your life. With over 60 years of combined experience in the financial services industry, our team is prepared to guide you, your business, and your family in all aspects of your financial life.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.
Southtowns Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. Our goal is to provide the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence.
Building personal wealth and creating financial independence is both an art and a science. We will work with you to help develop a strategy that helps build your wealth, helps give you a feeling of confidence, and helps to allow you to enjoy your money and pass it on as you wish.
With over 70 years of combined experience in the financial services industry, our team is prepared to guide you, your business, and your family in all aspects of planning. Our goal at all turns is to increase benefits and money supply, reduce opportunity costs, while managing the eroding factors of wealth. Our recommendations are based on facts rather than opinion and our approach allows us to verify each decision to help ensure your financial success.