Bayview Financial Group

Bayview Financial Group Locally rooted wealth management and retirement planning firm proudly based in Chautauqua County, NY.

Serving individuals, families, and business owners near and far with real relationships and long-term financial guidance you can trust.

Something exciting is happening at 415 West 4th Street. ๐Ÿ‘€If you have driven by our office in Jamestown lately, you may h...
09/02/2026

Something exciting is happening at 415 West 4th Street. ๐Ÿ‘€

If you have driven by our office in Jamestown lately, you may have noticed some work underway. We are giving the building a fresh new look, and we cannot wait to show you the finished result.

Stay tuned for updates as things come together. And if you drive by, give us a wave. ๐Ÿ‘‹

Back to school season is here, and we're proud to share this one! Meet Raven (4th grade), Lincoln (8th grade), and Maxim...
08/31/2026

Back to school season is here, and we're proud to share this one! Meet Raven (4th grade), Lincoln (8th grade), and Maximus (10th grade), the kids of our own Ashley Edwards, Operations Manager, and her husband Laurence, all headed back to Eisenhower this year.

Raven's got a love for softball, soccer, and art. Lincoln can't wait to get back outdoors on his dirt bike and four-wheeler. And Maximus is kicking off an exciting milestone this year, his first season on the Eisenhower Knights varsity football team!

Wishing all three a wonderful year ahead, we're cheering you on! ๐Ÿ’™๐Ÿˆ

Bayview Financial Group Everywhere continues, this time from Rocky Mountain National Park. ๐Ÿ”๏ธWherever the road leads thi...
08/28/2026

Bayview Financial Group Everywhere continues, this time from Rocky Mountain National Park. ๐Ÿ”๏ธ

Wherever the road leads this summer, we hope you're making the most of it. Whether you call Jamestown, NY home or you're one of the many clients we're proud to serve across the country, we hope this summer has been good to you.

Big skies, wide open spaces, and a reminder that great financial planning travels with you, no matter how far from Chautauqua County you roam. Enjoy the rest of your summer, wherever it takes you. We're always looking out for you, near or far. โ˜•

Back to school season continues, and we're just as proud to send off Lily Bohall, daughter of our Managing Partner Justi...
08/26/2026

Back to school season continues, and we're just as proud to send off Lily Bohall, daughter of our Managing Partner Justin "Judd" Bohall and his wife Jackie, as she begins her freshman year at Virginia Tech this fall.

Lily will be studying engineering, and we can't wait to see everything she accomplishes as she starts this next chapter.

There's something special about watching a new chapter begin, new city, new goals, a whole path still being written. It's a good reminder that the best plans, whether for college or for retirement, are the ones built one thoughtful step at a time.

Wishing Lily an incredible freshman year ahead! ๐Ÿ’›

Back to school season is here, and we couldn't be prouder to send off Allie Bohall, daughter of our Managing Partner Jus...
08/24/2026

Back to school season is here, and we couldn't be prouder to send off Allie Bohall, daughter of our Managing Partner Justin "Judd" Bohall and his wife Jackie, as she heads into her junior year at the University of Iowa.

Allie is dual majoring in biology and public health, and we couldn't be more excited to see where that path takes her.

Watching the next generation head off to chase what they're passionate about is always a proud moment, and it's a good reminder of why planning for the future, including the next generation's future, matters so much to us here at Bayview Financial Group. ๐Ÿ’›

Wishing Allie an incredible junior year ahead!

Behind every conversation, every phone call, and every plan we help put together, there's a real team who genuinely care...
08/21/2026

Behind every conversation, every phone call, and every plan we help put together, there's a real team who genuinely cares about getting it right.

We're grateful every day for the people who make Bayview Financial Group what it is here in Jamestown, NY, the ones who answer the phone with a smile, the ones who dig into the details of your retirement plan or investment strategy, and the ones who show up for this Chautauqua County community day after day.

If you're looking for a financial planning team in Western New York that actually knows your name, you've found it. And if you haven't worked with us yet, we'd love the chance to show you what that feels like. ๐Ÿค

Remember Officer Rich? ๐ŸพEarlier this spring, Bayview Financial Group was honored to support the Chautauqua County Sherif...
08/19/2026

Remember Officer Rich? ๐Ÿพ

Earlier this spring, Bayview Financial Group was honored to support the Chautauqua County Sheriff's Office in welcoming K-9 Rich to the force, named in loving memory of Undersheriff Richard Telford.

Rich has been busy ever since. He and his handler Deputy Dana Kapuscinski are currently working through maintenance training as they prepare for Phase 2, explosives detection training, which begins at the end of September.

We could not be more proud of this team and everything they represent for our community. Thank you for letting us be a small part of this story. ๐Ÿ’™

One of the most overlooked steps in retirement planning is revisiting your beneficiary designations. Life changes: marri...
08/17/2026

One of the most overlooked steps in retirement planning is revisiting your beneficiary designations. Life changes: marriages, new grandchildren, a move across Chautauqua County, and those forms don't update themselves.

A good rule of thumb: review your beneficiaries any time something in your life shifts, not just once and done. It's a small step that can save your family real stress down the road.

If it's been a few years since you checked yours, this is your sign to take a look this week. And if you have questions about how your retirement plan or investment strategy fits together with it, that's exactly the kind of conversation Bayview Financial Group is here for.

What makes working with our team feel different? We pick up the phone, we remember your name, and we plan around your li...
08/14/2026

What makes working with our team feel different? We pick up the phone, we remember your name, and we plan around your life, not a script.

That's the kind of financial planning Bayview Financial Group believes in here in Chautauqua County. If that sounds like what you're looking for, we'd love to talk.

What does "pleasant, knowledgeable, efficient, and very thorough" actually look like in practice?For J. Lombardo, it mea...
08/12/2026

What does "pleasant, knowledgeable, efficient, and very thorough" actually look like in practice?

For J. Lombardo, it meant finding steady, trustworthy guidance at Bayview Financial Group during a season of transition, and knowing his questions would always get real answers, not just a sales pitch.

That's the kind of experience we hope every client walks away with. Not just a plan on paper, but a team that actually shows up for you.

Curious what that could look like for your own financial picture? A conversation is the easiest place to start.

Address

415 West Fourth Street
Jamestown, NY
14701

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17163380410

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