Broker Check

Our History

1981John Moshides enters the financial services business.
1987Moshides Financial Group, Inc. (MFG) is created to provide financial planning services directed towards business owners and professionals. The office is located in Liberty Building in downtown Buffalo, New York.
1991John W. Elsnau develops financial planning and asset management department at MFG.
1992John Moshides earns his Charted Life Underwriter (CLU) designation.
1994MFG relocates to Main Street in Clarence, New York.
1998John joins the Give & Grow Study Group as a founding member. A national group of financial advisors committed to life-long professional improvement and sharing of best practices.
1999John serves as President of Society of Financial Service Professionals – Buffalo Chapter.
1999John enrolls in Strategic Coach Program. An internationally recognized entrepreneurial program designed to provide a platform for personal and professional lifetime growth and improved capabilities.
2001MFG creates investment research team to guide portfolio construction.
2003MFG relocates to their own building at 65 Bryant Woods S in Amherst, New York (current location).
2005John earns Certification in Long Term Care planning (CLTC).
2008John serves as President of National Association of Financial Advisors – Buffalo Chapter.
2009John earns Chartered Financial Consultant designation (ChFC).
2009John earns Accreditation in Estate Planning (AEP).
2010MFG enrolls in Peak Advisor Alliance coaching program designed to improve office operations and client service.
2013Total assets under management reach $100,000,000.
2015Jeffrey Wohlfahrt assumes duties of Director of Financial Planning.
2015Benjamin Whitford serves as an intern at MFG during his junior year at Canisius College.
2016Jeff Wohlfahrt assumes position of Director of Asset Management for MFG.
2016Benjamin Whitford joins MFG as a financial advisor.
2017Total assets under management $240,000,000.