Silver Grove Financial Group, Inc.

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Silver Grove Financial Group, Inc. Silver Grove Financial Group, Inc. is an independent financial consulting firm in Buffalo, NY. Securities offered through LPL Financial. Member FINRA/SIPC.

Located in Orchard Park, we service individuals and employer groups throughout Western and Central New York. Investment Advice offered through Silver Grove Advisory Services, a registered investment advisor. www.finra.org, www.sipc.org

Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: NY

Silver Grove Financial Group, Inc. and Silver Grove Advisory Services are separate entities from LPL Financial.

👻 Even our ghosts know a thing or two about financial clarity.This spooky season, our resident ghost couple stopped by t...
10/22/2026

👻 Even our ghosts know a thing or two about financial clarity.

This spooky season, our resident ghost couple stopped by to sit down and talk through the Silver Grove approach to retirement planning.

Turns out, you don't need a crystal ball to feel confident about the future. Organizing assets into "Now," "Soon," and "Later" categories can help bring structure to your planning, no matter what stage of life you're haunting... we mean, in.

Speaking of busy calendars, our newest advisor Nate has been keeping busy too, meeting with lots of clients lately as he settles in with the Silver Grove team. We're excited to see him building those relationships!

Planning for the future doesn't have to be scary. A personalized conversation might be all it takes to feel good about what's ahead.

Want to stop drifting through financial uncertainty? Let's talk. 🎃 https://www.silvergrovegroup.com/

Estate Planning Leaf Series 🌿Ever see the word "durable" on a Power of Attorney and wonder what it actually means?A Powe...
10/22/2026

Estate Planning Leaf Series 🌿

Ever see the word "durable" on a Power of Attorney and wonder what it actually means?

A Power of Attorney lets someone you choose handle certain financial matters on your behalf. Adding "durable" can mean it stays effective even if you become incapacitated. It's a small word that can make a big difference when planning for the unexpected.

Want to talk through your own estate plan? Visit the link below and send a message at the bottom of the page to reach out to Julianne Incardona or set up a time to talk.

🔗 https://www.silvergrovegroup.com/products-services/estate-planning

Estate planning isn’t the most exciting topic, but it’s one of the kindest things you can do for the people you love. 🌳J...
10/20/2026

Estate planning isn’t the most exciting topic, but it’s one of the kindest things you can do for the people you love. 🌳

Join Julianne Incardona, CDFA®, our Financial Planning & Estate Services Manager, for Estate Planning Essentials on Thursday, October 29 at our Orchard Park office.

Julianne will walk through the basics in plain English:

-Wills
-Power of Attorney
-Health Care Proxy
-Revocable Trusts

Whether you’re planning for your family or thinking about what happens to your business down the road, this is a relaxed chance to ask questions and make sure your plan lines up with your wishes.

Lunch Session: 12:00 PM
Evening Session: 6:00 PM
📍400 Sterling Drive, Orchard Park

Each session is capped at 15 people to keep things small and conversational. Feel free to bring a spouse or family member. Please RSVP by Monday, October 26.

Save your seat 👉 https://www.silvergrovegroup.com/events
Learn more about us at https://www.silvergrovegroup.com/

For educational purposes only. Not legal, tax or investment advice. Securities offered through LPL Financial, Member FINRA/SIPC.

Choosing a financial team is a big decision, and it’s natural to have questions before getting started. We pulled togeth...
10/15/2026

Choosing a financial team is a big decision, and it’s natural to have questions before getting started. We pulled together a few of the ones we hear most often from new clients, from who we work with to how our compensation works.

If there’s something you’d like to know that isn’t covered here, we’re always glad to talk it through.

https://www.silvergrovegroup.com/

The clock is ticking! If you requested an extension to file your 2025 federal income tax return, tomorrow, October 15, i...
10/14/2026

The clock is ticking! If you requested an extension to file your 2025 federal income tax return, tomorrow, October 15, is the deadline!

Remember, an extension to file is not an extension to pay. Any taxes owed were generally due back in April.

Looking for help with tax preparation and planning?

At Silver Grove Financial Group, we're proud to work alongside our strategic partner, Sterling Tax & Accounting, to help individuals and businesses navigate their tax needs with confidence.

From tax preparation to proactive tax planning, Sterling Tax & Accounting is here to help you stay organized, informed, and prepared for what's ahead.

Learn more about Sterling Tax & Accounting and the services they offer:

https://www.silvergrovegroup.com/services/sterling-tax

Meet Katie, our Director of Operations and Client Experience (and the reason our office smells like bacon every Thursday...
10/13/2026

Meet Katie, our Director of Operations and Client Experience (and the reason our office smells like bacon every Thursday morning!)

Before Silver Grove Financial Group, Katie brings 20 years of hospitality experience to our team, and owned and operated Homegrown Bistro in Orchard Park for five years. Funny enough, two of her regulars back then were Jason and Ryan, our founders, long before she ever joined the team. Small world!

In 2021 Katie decided to shift her career for a better work-life balance and brought all of that hospitality heart straight into our office. She still cooks for us every Thursday, and if you have ever walked in and caught the smell of something good cooking before you even got through the door, that is Katie! Last week she treated the team to her signature Buffalo Chicken Hash from Homegrown Bistro and it did not disappoint.

We are lucky to have her keeping this place running and feeling like home. Katie, thank you for everything you do!

Open enrollment is a good time to review whether your workplace benefits still align with your current needs and financi...
10/12/2026

Open enrollment is a good time to review whether your workplace benefits still align with your current needs and financial goals.

Before your enrollment window closes, you may want to review:

401(k) contribution levels, including whether you are taking advantage of any available employer match

HSA eligibility and contribution options, if you are enrolled in a high-deductible health plan

Life and disability insurance coverage in light of income, family, or lifestyle changes
Beneficiary designations to help ensure they reflect your current wishes

Benefit elections can have long-term financial planning implications, and the right choices depend on your individual circumstances.

If you have questions about how your workplace benefits fit into your broader financial plan, Silver Grove Financial Group is available to help provide guidance.
https://www.silvergrovegroup.com/

Is your money haunted? 👻 Don't get spooked! Here are a few things worth checking this Halloween.Ready to clear out the c...
10/09/2026

Is your money haunted? 👻 Don't get spooked! Here are a few things worth checking this Halloween.

Ready to clear out the cobwebs? Our team is here whenever you'd like a fresh look at your finances.

https://www.silvergrovegroup.com/

What our clients are saying:"I have never in my life met more genuinely caring people in a business setting! It's not ju...
10/08/2026

What our clients are saying:

"I have never in my life met more genuinely caring people in a business setting! It's not just a customer service front.... It's the real deal! Jason and his staff have helped me through so much without receiving anything in return.... I leave every conversation with him and his staff feeling so hopeful for my future....it makes me want to succeed even more, knowing I have someone believing in me! I cannot recommend them enough!"

We’re grateful to Rachel for sharing her personal experience working with Jason and our team!

If you’ve had an experience with Silver Grove Financial Group and would like to share your feedback, we welcome you to leave a review. There is no obligation to do so, and no compensation or other benefit will be provided for submitting a review:
https://g.page/r/CbcGqAWoSzadEBI/review

This testimonial was provided by a current client of Silver Grove Financial Group. No compensation or other benefit was provided in exchange for this testimonial. The statement reflects this client’s personal experience and opinion. Client experiences vary and may not be representative of all clients’ experiences. This testimonial is not a guarantee of future results, investment performance, financial outcomes, or client satisfaction.

Did you know October is National Financial Planning Month? With spooky season officially here, there's one thing that do...
10/06/2026

Did you know October is National Financial Planning Month? With spooky season officially here, there's one thing that doesn't have to be scary: checking in on your finances. 👻

Take a few minutes this month to see where things stand. How's your budget looking? Are you on track with your savings goals? And with the holidays right around the corner, are there any upcoming expenses you could start planning for now?

The good news? You don't have to tackle everything at once. Start small, make a few adjustments and head into the end of the year feeling a little more confident. And if you'd like a second set of eyes, our team is always here to help. 💚

https://www.silvergrovegroup.com/

Address

400 Sterling Drive
Orchard Park, NY
14127

Opening Hours

Monday 9am - 4pm
Tuesday 8am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(716) 800-4291

Website

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