Queen City Financial Group
What Makes Us Different
Queen City Certainty
Certainty is the opposite of doubt and worry. At Queen City Financial Group, our goal is to give you certainty. How do we do that?
- We handle the worrying for you.
- Outstanding Service
- No secrets, surprises or hidden agendas
- Education
- Collaboration
Are you certain your providers are this dedicated to you?
Be Certain.
Call Now
800-499-PLAN (7526)
Queen City Financial Group, formerly CSS Agency, is a full-service agency for insurance and financial planning. We have been servicing the Buffalo and Western New York area for over 20 years. With over 40 years of experience in the financial services industry, we have learned that there truly is no substitute for experience.
At Queen City Financial Group we pride ourselves on exceptional client service. We give our clients access to us 24/7 to resolve any questions or concerns they may have.
Queen City Financial Group is a family-owned and operated business. We handle individuals and businesses at every level and most importantly, there is no client too big or too small.
Our Services
Financial Planning
Should I transfer my assets to a trust? Am I going to outlive my money? Will the cost of living or inflation erode my income? We sit with our clients one on one to evaluate their current/future financial status and eliminate many of these fears. We use various tools to help determine what best accommodates your wants and needs.
Investments
Here at Queen City Financial Group, we have many platforms of investment choices, such as stocks, bonds, mutual funds, annuities, etc. We carefully assess risk tolerance through an extensive questionnaire, which helps us and our clients determine how conservative or aggressive one should be. Based on our findings, we then evaluate one’s needs and strategically invest accordingly.
Life Insurance
There are many different reasons that one may inquire about life insurance. Some of these include, leaving a legacy, protecting loved ones in the event of a premature death, mortgage protection, funding buy-sells agreements and/or key person policies, executive individual polices, and many more to make them tailor made for you. Let us do the research and help you make an informed decision!
Home & Auto Insurance
Do I have sufficient liability limits on both my home/auto insurance? What is an umbrella and how does it protect me? What is co-insurance requirement and how does it affect me? These are a few of the many questions that one may ask themselves when they are reviewing their property and casualty insurance. We make sure to review policies and educate our clients on each coverage and rule that applies in their particular situation.
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Michael offers advisory services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Blackridge Asset Management, LLC and Queen City Financial Group are separate and independent entities from Peak Brokerage Services, LLC.