Southtowns Financial Group

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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 rather 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.

Happy National Boss’s Day! 🎉Today, we’re taking a moment to recognize Dan Blake and thank him for his leadership, dedica...
10/16/2026

Happy National Boss’s Day! 🎉

Today, we’re taking a moment to recognize Dan Blake and thank him for his leadership, dedication, and the impact he has on our team.

We appreciate all that you do for Southtowns Financial Group and the people who make up our team. Happy Boss’s Day, Dan! 💙

❤️💙 It’s game week in Orchard Park, and you know what that means… another Bills sign! 🏈Every week, we love coming up wit...
10/14/2026

❤️💙 It’s game week in Orchard Park, and you know what that means… another Bills sign! 🏈

Every week, we love coming up with a new sign to show our support for the Buffalo Bills, and this week we’re bringing a little Raiders of the Lost Ark twist to the matchup! 👽

“Raiders of the Lost Ark vs. Alien Allen #17” — because when Josh Allen is on the field, we’re ready for an adventure! 😉

We love our Bills, we love Orchard Park, and there’s nothing like showing off that hometown pride every game week. Let’s bring the energy and get ready to cheer on our team!

❤️💙 GO BILLS! 💙❤️

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Retirement is more than reaching the end of your working years—it’s the beginning of a new chapter. 💙For some, retiremen...
10/12/2026

Retirement is more than reaching the end of your working years—it’s the beginning of a new chapter. 💙

For some, retirement may mean more time with family. For others, it could mean traveling, pursuing hobbies, giving back to the community, or simply enjoying more flexibility in their day-to-day life.

Your priorities can change throughout your financial journey, and understanding what matters most to you can be an important part of planning for the future.

Swipe through to explore the Retired stage of the financial journey. ➡️

Please join us in welcoming Emma Hicks to Southtowns Financial Group! 💙Emma is joining our team as our new Client Relati...
10/09/2026

Please join us in welcoming Emma Hicks to Southtowns Financial Group! 💙

Emma is joining our team as our new Client Relationship Manager, and we’re excited to have her on board.

We look forward to having Emma contribute to our team and help support the client experience at Southtowns Financial Group.

Welcome to the team, Emma! 🎉

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk abou...
10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

Retirement is more than a date on the calendar — it’s a new chapter. ⏳As retirement gets closer, it can be helpful to th...
10/05/2026

Retirement is more than a date on the calendar — it’s a new chapter. ⏳

As retirement gets closer, it can be helpful to think beyond when you’ll retire and consider what you want that next chapter to look like.

Your priorities may change, your goals may evolve, and the questions you have today may look different from the ones you had a few years ago.

Taking time to review your financial picture and think through your goals can be an important part of preparing for what’s next.

Everyone’s path to retirement looks different.

What does your next chapter look like?

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Here at Southtowns Financial Group, we prioritize our clients. Whether we see you every month, every year, or every now ...
10/02/2026

Here at Southtowns Financial Group, we prioritize our clients.

Whether we see you every month, every year, or every now and then.

You can always count on a birthday call from Dan or someone on our team!

Financial planning often starts with questions. 💭“Am I going to be okay?”“Will I run out?”“Will I have enough of what I ...
09/30/2026

Financial planning often starts with questions. 💭

“Am I going to be okay?”
“Will I run out?”
“Will I have enough of what I need?”

These are common questions people may consider as they think about their financial future. A thoughtful planning process can help you evaluate your goals, priorities, and current financial picture.

Everyone’s circumstances are different, and there is no one-size-fits-all approach to financial planning.

What financial question have you been meaning to ask?

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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