About Us

 

Family Oriented Financial Planning

Moldenhauer & Associates is an independent, comprehensive financial planning firm founded in 1974 by Richard Moldenhauer.  Headquartered in Orchard Park, NY, with an office in Charleston, SC and clients across 35 states, the firm works with individuals and business owners to plan and execute retirement, investment, and estate-related financial programs.

Our focus is on family – your family.  The financial decisions you make regarding investments, insurance, and savings will impact the comfort and lifestyle of your family for years to come, under all circumstances.  We understand the importance of this perspective, and work with you to take care of the ones you love.

Choosing to work with Moldenhauer & Associates has two very important aspects: Continuity of Service and Quality of Relationship.

Continuity of Service means we expect to be working together for a long time, and we put together the teams of people – experts and professionals – that will continue to work hard for you every step of the way.  You can count on top-level service from the dedicated team of experts that will be with you for the long haul.

Quality of Relationship is based on many factors; you can tell when a relationship of any kind is solid and appreciated because everyone treats each other nicely.  We believe that people like to work with and help people they like.  Our relationship, though very professional, works because we like and trust each other, and value the expertise and the contributions to the process we are both making.  You will find that everyone at Moldenhauer & Associates are very approachable and easy to talk to, and you will always be treated nicely.

 

 

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.