Our Process It is our process that differentiates us from other financial advisors. Initially, we meet with prospective clients to go over every aspect of their financial life. Together, we create a strategy for success and we take a calm approach to implementing the plan. After we have implemented it, we make sure to meet regularly with our clients. This means AT LEAST twice a year, but more often than this should our clients desire. Finally, we do not need or want to work with an unlimited number of clients. In our office, every client meets and works with Mark Narby or Michael Aquino, personally. This means we are limited to how many clients we can effectively serve. Personal service and attention to detail are the hallmark of our firm. When was the last time your financial advisor called YOU to meet? Contact WNYFG today and let’s get started!