Broker Check

716-636-2525

Retiring the 4% Rule Safeguard Your Digital Estate The Business Cycle Retiring in a Post-Pandemic World 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.

View Our Customer Relationship Summary


How can we help you?
I am a ...

I'm a Business Owner looking for help with

Business Succession Estate Planning Employee Benefits

Welcome to Moshides Financial Group

CHECK OUT OUR VIDEO ROTATOR BELOW

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. 

Learn more

Our History

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

Learn more

Our Values

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

Learn more

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

TELL US HOW WE CAN HELP YOU TODAY

Thank you! Oops!