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More Than Finances.

Our story begins in the 1800s, right here in Western New York. For over a century, we’ve stood beside our clients through every rise and fall—building trust, offering guidance, and helping successful individuals and families secure their financial futures.

That legacy deepened in the 1970s when Geoff McDermid’s father became a financial professional. His leadership spanned four decades, rising to General Agent and ultimately guiding the firm into a new era. Today, McDermid Financial Group carries forward that proud tradition, blending deep local roots with forward-thinking financial strategies.

We’re not here because of luck or timing—we’re here because of the relationships we’ve built.

 

Through every market cycle and every life milestone, our commitment has remained the same: to help clients plan with confidence, grow with purpose, and protect what matters most.

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About Us

Our Team

The McDermid Financial Group team brings decades of experience, a deep understanding of financial markets, and a genuine care for the clients we serve. 

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Geoffrey McDermid, CLTC, LUTCF®, LACP, CLU®

President and Chief Executive Officer

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Phillip Held, CLU

Financial Advisor

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Daniel Klun

Financial Services Professional

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Nicholas Sousanidis

Financial Services Professional

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Michael Mangone

Financial Services Professional

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Colleen McDermid

Executive Operations Officer

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Megan R. Swanson

Administrative Sales Assistant

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Matthew J. Lydon; CLU®

Financial Services Professional

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