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Register Online Today for One of the Following Seminars....

 

Please be sure to list the name of your guests in the comment box, thank you!

 

Tuesday, November 15, 2016 at 6 p.m.  

Old Orchard Inn                                                                                    

2095 Blakeley Road 

East Aurora, NY 14052

 

Thursday, November 17, 2016 at 6 p.m.   

Lancaster Country Club

6061 Broadway St.

Lancaster, NY 14086

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Moldenhauer & Associates is a financial planning firm headquartered in Orchard Park, NY. Richard Moldenhauer founded the firm in 1974 and over the decades has continued to focus on investor-centered investment management and financial planning service while expanding both the firm’s client base and advisory experience to the next generation.

As a multi-generational firm, we recognize the importance of family in every aspect of life, from college planning to succession, retirement, and estate planning.

Moldenhauer & Associates provides comprehensive financial planning and investment management services. Whether someone is looking for a financial plan, ongoing portfolio advice, or help addressing a specific financial concern, we are here to serve.

For well over a decade, Moldenhauer & Associates has conducted hundreds of informational workshops with the goal of educating the public on a wide variety of financial topics. These events are without charge and informal ways for clients and interested members of the community to get together to learn about taxes, retirement, estate planning, and other topics that affect us all.

Our Newsletter is one of our tremendous tools we use to communicate with our clients. We offer updates on our firm and it's employees, news and information about our services and products. To subscribe to our Newsletter or to view past Newsletters please click here
                                                                                                 

 

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Planning with a Purpose

Moldenhauer & Associates, located in Orchard Park, NY, has been helping clients since 1974 to better understand, plan, and manage their financial futures.  Business and individual clients turn to us for help with:

·         Financial planning
·         Investments
·         Retirement
·         Insurance
·         Estate planning

Moldenhauer & Associates is an independent firm, offering objective solutions to help our clients identify, fix, or avoid unnecessary financial pitfalls.  More than that, our clients turn to us for advice; advice they can trust – advice they know is based on experience – advice that comes from over 40 years of seeing how well things can turn out…or not.

We live in a world where financial decisions and their consequences are getting more and more complex, creating a lot of risk for people that they don’t really understand.  We actively work with our clients to simplify complex finance and insurance concepts, and clarify issues and scenarios that are confusing.

Everything we do is deliberate – financial plans include both long and short term components, and every investment and insurance recommendation has a specific purpose to help a client achieve their financial objectives.

Every client at Moldenhauer & Associates benefits from what we call continuity of service.  Dedicated teams provide clients with an extraordinary quality of service and support.   By working together over time, clients benefit from our familiarity with their lives and their issues, allowing us to tailor our advice based on their real-world hopes, desires, dreams.

Join us for one of our informational, introductory seminars.  You learn more about our firm and how we operate.  Give us a call, we’d like to meet you.

Contact Us

Phone: 716-662-4361
Toll Free: 800-724-8415
Fax: 716-662-5509
Email: info@moldenhauerassociates.com

6195 West Quaker Street
Orchard Park, NY 14127

Charleston Office:
1399 Madison Court
Mount Pleasant, SC 29466
Phone: 843-972-2551
Toll Free: 800-724-8415
Fax: 716-662-5509

Map & Directions

Disclaimer

Securities and advisor services offered through Commonwealth Financial Network, Member FINRA / SIPC, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of AZ, DE, NY, CA, CO, DC, FL, GA, MD, MA, MI, MN, MO, NC, OH, SC, TX, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.