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716-636-2525

Retiring the 4% Rule Safeguard Your Digital Estate The Business Cycle 4 Elements of an Estate Strategy Leaving Your Lasting Legacy

SINCE 1981,

We have been helping families & businesses grow & protect their financial futures. You have goals, we have expertise. Together, we can chart a course to your financial success.

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Welcome to Moshides Financial Group

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CHECK OUT OUR VIDEO ROTATOR BELOW

OUR SHORT VIDEOS ARE ENGAGING AND INFORMATIVE AND WILL PROMPT YOU WITH QUESTIONS TO ASK YOUR ADVISOR.


A Comprehensive Approach to Planning

Our services range from financial and retirement planning to investment and insurance management.  

Our Process

We create strategies that are tailored to your needs and goals. 

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • "Our job is to watch for your blind spots and always have your back.”

    -John Moshides
    Founder

  • “We are in the business of helping people grow and protect the financial future
    of their family or business.”

    -Benjamin Whitford
    Financial Advisor

  • “Success is where preparation meets opportunity.”

    -Jeffrey Wohlfahrt
    Director of Financial Planning & Asset Management

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