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Silver Grove Financial Group provides investment management and strategic wealth planning with an emphasis on financial wellness and education for individuals at all levels of wealth. Their services include Wealth Management, Financial Wellness planning, and Asset Protection, supported by a community-focused, hyper-local approach and charitable giving. They operate through independent advisor partners, with securities offered through LPL Financial, and are based in Orchard Park, New York.
AI named Silver Grove Financial Group in December 2025.