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Richard C Moldenhauer

Planning with a Purpose

Moldenhauer & Associates, founded in Western New York by Richard C. Moldenhauer in 1974, helps clients to better understand, plan and manage their financial futures. Both business and individual clients turn to us for help with:

·         Financial Planning

·         Investment

·         Retirement

·         Insurance

·         Estate Planning

Moldenhauer & Associates is a constantly growing and evolving firm. Our relationship with Commonwealth Financial, our Broker Dealer, affords us the latest state-of-the-art resources to better serve our clients. Our staff of Financial Advisors and insurance specialists is highly professional, knowledgeable and experienced in every facet of the financial world. Every client at our firm benefits from what we call “continuity of service”. Simply put, we live up to the promise that we make to every client, making every effort possible to continuously service our clients for as long as that need exists. As a result, our clients turn to us with confidence knowing that the advice they receive is second to none.

The world is changing quickly. Financial decisions are becoming more and more complex. Our primary goal is to simplify and clarify all of this emerging information so that our clients are comfortable with it. We, as a collective staff, work with each client to ease those decisions toward a positive outcome.

We invite you to attend one of our introductory seminars to learn more about what we do and how we can help in your vitally important planning for the future. This is financial planning with the purpose of ensuring your stability and security in the years ahead. Give us a call…we’d be most interested in meeting with you.

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 are 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.

 

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 are 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.

 

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!

 

Wednesday, January 18, 2017 at 6 p.m. 

Shorewood Country Club

4958 W Lake Rd

Dunkirk, NY 14048

 

Tuesday January 31, 2017 at 6 p.m.   

Ilio DiPaolos Restaurant 

3785 South Park Avenue 

Blasdell, NY 14219

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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
                                                                                                 

 

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.