Southtowns Financial Group

Southtowns Financial Group Growing Wealth With Responsibility We work with individuals and their families as well as with business owners.

Southtowns Financial Group, based in Orchard Park, N.Y., is an extensive, comprehensive financial services firm committed to helping our clients improve their long-term financial success. With over 50 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 recommendations are based on facts r

ather than opinion and our approach allows us to verify each decision to help ensure your financial success. OUR MISSION STATEMENT: HAVE MORE, LIVE WELL

Our mission is to help you have more and live well, but this goes beyond finances. We measure success in quality of life; therefore, we aim to give you strategies to spend more and do more during your life. We are dedicated to helping you reach your goals and pride ourselves on our extraordinary customer service, ensuring that you have access to our highly educated team at any time. OUR PROMISE: GROWING WEALTH WITH RESPONSIBILITY

At Southtowns Financial Group we use a client focused model. Your financial well being is our top priority, and we are confident in our ability to provide comprehensive service in all areas. We strive to provide financial stability and security for each of our clients and their families. When you choose us, we promise to grow your wealth with responsibility by maximizing your return while minimizing your risk.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily t...
08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

✈️ Ready to clear the clutter? It's almost time for our 12th Annual Shred Day! 🗂️♻️Join us on Friday, September 11th fro...
08/19/2026

✈️ Ready to clear the clutter? It's almost time for our 12th Annual Shred Day! 🗂️♻️

Join us on Friday, September 11th from 8:30 AM – 12:00 PM for a safe, secure way to dispose of your confidential documents and recycle unwanted electronics—all while giving back to the community! 💙

📍 Location: 3438 Orchard Park Rd., Orchard Park

💛 Donations collected during the event will support Mason's Mission, helping make a difference right here in our community.

Mark your calendars, gather your old files and electronics, and we'll see you there! 🙌

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

🗂️ Twelfth Annual Shred Day is Almost Here!It's time to safely clear out your confidential documents and old electronics...
08/13/2026

🗂️ Twelfth Annual Shred Day is Almost Here!

It's time to safely clear out your confidential documents and old electronics while supporting a great cause! Join us on Thursday, September 17th from 8:30 AM – 12:00 PM or until the trucks are full, at 3438 Orchard Park Rd., Orchard Park. All donations collected will benefit Mason's Mission Foundation . 💙

✅ What You Can Bring:

📄 Documents

With or without staples

💻 Electronics

PCs/Laptops
Loose hard drives
Servers with multiple hard drives
Monitors/LCD televisions
Phones/iPads
Server racks, switches, keyboards & mice
Printers/Fax machines
DVDs, CDs & tapes

🚫 Please Do NOT Bring:

Cardboard boxes
Lithium batteries
Documents with paperclips

Help protect your personal information, recycle responsibly, and support an amazing local organization. We look forward to seeing you there! ♻️📦💙

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

🗂️✨ Time to clear out the clutter and protect your personal information!Join us for the 12th Annual Shred Day on Friday,...
07/30/2026

🗂️✨ Time to clear out the clutter and protect your personal information!

Join us for the 12th Annual Shred Day on Friday, September 11 from 8:30 AM–12:00 PM (or until the trucks are full!) at 3438 Orchard Park Road.

Bring your confidential documents for secure shredding and recycle your unwanted electronics—all in one stop! ♻️🔒

✅ Accepted Electronics:
💻 PCs & Laptops
💾 Hard Drives
📺 Monitors & LCD TVs
📱 Phones & iPads
⌨️ Keyboards, Mice & More
🖨️ Printers, Fax Machines
💿 CDs, DVDs & Tapes

📄Accepted Documents:
✔️ Staples are okay
❌ No paperclips

🚫 Please do not bring:
• Cardboard boxes
• Lithium batteries

💙 Donations collected during the event will benefit Mason's Mission, helping build an inclusive, ADA-accessible playground in Western New York.

⚠️ Please do not arrive before 8:30 AM.

Wealth Advisor, Financial Planning, Life Insurance

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pr...
07/30/2026

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

🚨 Save the date! 🚨Our 12th Annual Shred Day is coming!📅 Friday, September 11th⏰ 8:30 AM–12 PM📍3438 Orchard Park Rd, Orch...
07/28/2026

🚨 Save the date! 🚨
Our 12th Annual Shred Day is coming!

📅 Friday, September 11th
⏰ 8:30 AM–12 PM
📍3438 Orchard Park Rd, Orchard Park

Bring your old documents & electronics and let us handle the shredding! ♻️

No judgment… even if you own a fax machine 😉

💙 This year's Shred Day is about more than protecting your information—it's about giving back to our community.We're pro...
07/22/2026

💙 This year's Shred Day is about more than protecting your information—it's about giving back to our community.

We're proud to announce that proceeds from this year's Shred Day will benefit Mason's Mission Foundation! 💛

Mason was born with an undiagnosed form of Hypomyelinating Leukodystrophy, which stops his ability to talk, walk, crawl, and most importantly play. This foundation's mission is to build an all-inclusive, ADA approved special needs playground in Western New York. Also, once this playground is built, they plan to shift their focus to help support families going through similar situations to Mason educationally, emotionally, and financially. If you want to support Mason's Mission even more, they will be having a meat raffle on October 24th to assist in funding their new project.🛝

Every document you shred helps support a brighter, more inclusive future for local families. Thank you for joining us in making a difference!

Address

3438 Orchard Park Road
Orchard Park, NY
14127

Opening Hours

Monday 8:15am - 5pm
Tuesday 8:15am - 5pm
Wednesday 8:15am - 5pm
Thursday 8:15am - 5pm

Telephone

+17166620070

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