McDermid Financial Group

McDermid Financial Group McDermid Financial Group is an association of professionals whose primary objective is to serve our clients and community. McDermid formed MJM and Associates.

McDermid Financial Group got its start back in 1978 when our founder Michael J. Building in the Western New York community what has become an outstanding reputation and success that can only be measured by the quality of its people – and the satisfaction of its clients. A measure that is still at the core of the organization today. In 2006 the switch to McDermid Financial Group was made to better

represent the scope of our business. We are an experienced association of professionals – and it is our primary responsibility to service our clients. We believe what we do changes people’s lives forever. Every person, family or business we come in contact with deserves the very best from every one of our associates and should be better off after having met us than before. Our service begins by acquainting ourselves fully with each client’s unique situation, and thoroughly understanding their long term objectives. We then offer professional recommendations in the form of insurance and financial programs expressly designed to achieve specific goals. We often work as a team with your attorney and accountant to develop the most comprehensive, economical and secure financial program. The business of preparing insurance and financial programs is sometimes complex. For that very reason, we believe in talking to our clients in plain language – using terms and figures easily understood. We also believe the most important part is the ongoing administration of programs after they have been developed. McDermid Financial Group exists to provide professional, personal service in developing insurance and financial programs that are in the best interest of our clients. We look forward to having the opportunity to serve you.

Summer Financial Check-Up: Don't Let Your Money Take a Vacation!The sun is shining, the days are longer, and while you'r...
06/16/2026

Summer Financial Check-Up: Don't Let Your Money Take a Vacation!

The sun is shining, the days are longer, and while you're busy planning your getaways, your finances deserve a little attention too.

Here are some HOT tips to keep your financial plan sizzling all summer long.

#1: Mid-Year Budget Review
Summer spending can sneak up fast—vacations, camps, and those impulse pool purchases add up. Take a quick look at where you stand against your annual goals.

#2: Revisit Your Investments
Markets shift, and so do your needs. Make sure your portfolio is still aligned with your goals and risk tolerance. A little rebalancing can go a long way.

#3: Plan Ahead for Big Expenses
Back-to-school season and year-end holidays are closer than you think. Start setting money aside NOW to avoid the financial scramble later.

#4: Don't Forget Tax Strategy
Summer is the perfect time for a mid-year tax check-in. Adjusting now can save you stress (and money) come tax season.

Life is always changing, and your financial plan should keep up. Whether you've experienced a job change, growing family, new home, or shifting goals, your advisor can help. A mid-year check in can help you:

✅ Stay on track toward your goals
✅ Identify new opportunities
✅ Avoid costly mistakes
✅ Gain peace of mind

Don't wait until the leaves start falling to get your finances in order. A quick conversation today can set you up for a stronger tomorrow.

www.mcdermidfinancialgroup.com

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/15/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

We're Growing — Join the McDermid Financial Group TeamWe believe great financial outcomes start with great people. We're...
06/12/2026

We're Growing — Join the McDermid Financial Group Team

We believe great financial outcomes start with great people. We're looking for driven professionals who are ready to make a real impact.

👉 Your next chapter starts here, helping others carve out their future.

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your sav...
06/11/2026

Women often navigate longer retirements, evolving career paths, and unique financial responsibilities. How will your savings support your next chapter? Book an appointment to review your retirement strategy and make a plan that works for you.

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your li...
06/10/2026

Building a financial plan starts with understanding your goals, timeline, and how you want your money to support your life, both today and over time. I’m here to help you navigate complexities with manageable steps designed to help you grow with confidence and purpose.

DID YOU KNOW?.......Today is National Strawberry Rhubarb Day!We didn't either!!!There are just some things that we aren'...
06/09/2026

DID YOU KNOW?.......Today is National Strawberry Rhubarb Day!

We didn't either!!!

There are just some things that we aren't aware of. Not because we're not intelligent or have missed something "obvious", but simply because we've never been told.

Don't let lack of knowledge cause lack of action. Grab a slice of pie and call your financial advisor today. Let them help you review your situation for things you may or may not have thought of.

Get summer started right, with a little pie and some financial piece of mind.
www.mcdermidfinancialgroup.com

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/09/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running...
06/08/2026

Even if you’re not planning to sell, knowing your business’s value matters. Valuation helps with many aspects of running your company, including financing, buy-sell agreements, and insurance planning. I can help you think through planning needs and when to involve a credentialed appraiser for a qualified valuation.Let's connect.

🎓 Graduation Season Is More Than a Milestone—It's a Financial Turning PointAs graduates celebrate years of hard work and...
06/05/2026

🎓 Graduation Season Is More Than a Milestone—It's a Financial Turning Point

As graduates celebrate years of hard work and prepare for their next chapter, there are several important financial opportunities that often get overlooked.

Here are 3 positive financial moves to be aware of during graduation season:

✅ 1. Starting Retirement Savings Early -

A graduate's greatest financial advantage is time. Even modest contributions to a 401(k) or Roth IRA can potentially grow significantly over decades through the power of compounding.

✅ 2. Creating a Strong Financial Foundation -

This is an ideal time to establish healthy financial habits, build an emergency fund, develop a budget, and begin building a positive credit history.

✅ 3. Evaluating New Employer Benefits -

Many graduates are entering jobs that offer retirement plans, health insurance, life insurance, and other valuable benefits. Understanding these options can help maximize long-term financial success.

Navigating these important decisions can avoid common mistakes and build a personalized strategy for their future. Graduation isn't just the start of a career—it's the start of a financial journey. The decisions made today can have a lasting impact for years to come. Reach out today so we can start helping you plan.

https://bit.ly/4g2XGG7

06/04/2026

Planning isn’t a one-man show. I'm here to help you get ready for what’s next. Reach out and let’s start game planning together.

Address

300 Corporate Pkwy
Buffalo, NY
14226

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+17168433100

Website

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