Welcome to the Mayeu Financial Group
Some people view retirement as a destination. But at the Mayeu Financial Group, we see it as a new beginning. Retirement might represent a shift in lifestyle but it doesn’t mean your financial life retires. It requires a new focus and a new purpose.
The Mayeu Financial Group offers our clients approaching and in retirement a distinct perspective and a unique approach. We are financial professionals, bringing a holistic, strategic vision to your retirement plan.
We bring process to every plan.
Our goal is to help you strike the ideal balance among financial accumulation, protection and distribution over time. And to continue to adjust our approach as you near, enter and live in retirement. Retirement isn’t a static state. At the Mayeu Financial Group, you’ll find our team does the most valuable work when you’re planning for a life after work
Who we serve
The Mayeu Financial Group serves clients nearing and in retirement, a time when we feel our expertise and planning-oriented approach makes the greatest impact. We work with people seeking a consultative partner who will care for them and their children to ensure their families’ financial success for the future. Clients who derive the greatest value from our firm are those seeking smart strategies for preserving and perpetuating the financial foundation they’ve built.
We're top ranked by Forbes
Brian Mayeu has been recognized as a Best-In-State wealth advisor by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.
Brian Mayeu is honored to be one of the Rochester Business Journal’s 2024 Financial Leaders. The Financial Leaders awards recognizes financial professionals who have made outstanding contributions to their organizations and to the Greater Rochester community during the past year.
Awards & Recognition
The success and satisfaction of our clients will always be our benchmark for excellence. But the Mayeu Financial Group is proud of the recognition we’ve received from industry peers and experts, as well, additional affirmation that our hard work and expertise is meeting the needs of people who count on us.
Million Dollar Round Table Qualifying Member 2008, 2010-2017
Million Dollar Round Table Qualifying/Life Member 2018-2022
National Quality Award 2008-2009
Million Dollar Round Table - Top of the Table 2020, 2021, 2022, 2023
Events
The Bountiful Table Classic - Charity Golf Tournament
August 19, 2024
The Links at Greystone
Ready to work together?
Let’s connect