John Moshides, CLU®, ChFC®, AEP, CLTC
Founder | Financial Services Executive
716-636-2525 – Call Only
716-229-5769 – Text Only
As the Founder and Financial Services Professional at Moshides Financial Group, I have the privilege of serving as a financial advisor to our clients while also setting the direction for our firm and the services we provide. With a specialization in working primarily with business owners and professionals, our aim is to help them develop a work-optional lifestyle by coordinating the various pieces of their financial puzzle. Over my four-decade career in the financial services industry, I have dedicated myself to building deep relationships with our clients and helping them achieve their dream retirement.
To further enhance my knowledge and expertise, I have obtained several prestigious designations throughout my career. These include the Chartered Life Underwriter® (CLU®), the Chartered Financial Consultant® (ChFC®), the Certification in Long-Term Care (CLTC), and the Accredited Estate Planner (AEP) designations. These qualifications allow me to provide comprehensive solutions to the complex financial challenges that our clients face. Prior to embarking on my professional journey, I attended the State University of New York at Buffalo, where I laid the foundation for my career in the financial services industry.
One of the aspects I enjoy most about my job is providing perspective, wisdom, and solutions to client concerns and fears regarding financial and important decisions. By offering guidance and support, I aim to alleviate their worries and empower them to make informed choices. I firmly believe that the greatest value I can provide for my clients is offering practical solutions to life's financial challenges. By understanding their unique circumstances and goals, I can tailor our services to meet their specific needs and help them navigate the complexities of the financial world.
I was born and raised in Niagara Falls, New York, and currently reside in Clarence, New York, with my wife, Sue. Her unwavering support and dedication have been instrumental in the success of our company, and I am truly grateful for her presence in my life. Outside of work, I am actively involved in a variety of groups within our community. I have served as the former president of several organizations, including the National Association of Financial Advisors - Buffalo Chapter, The Buffalo Society of Financial Service Professionals, and the Estate Analysts of WNY. Additionally, I have contributed my time and expertise as a member of the Parish Council of St. George Orthodox Church. In my free time, I find solace in the mysterious healing aspects of a good workout. I also enjoy playing golf, racquetball, and challenging myself to learn to play the guitar.