Moldenhauer & Associates

www.moldenhauerassociates.com

Moldenhauer & Associates is a comprehensive financial planning firm, offering objective advice to help individuals and business owners better understand, plan and manage their financial futures. Founded in 1974, Moldenhauer & Associates helps clients with financial planning, investments, retirement planning, insurance and estate planning. Financial plans include both long and short-term components and every investment and insurance recommendation has a specific purpose to help clients achieve their financial objectives. As a multi-generational firm, the team at Moldenhauer & Associates recognizes the importance of family in every aspect of life and realizes that the financial decisions their clients make will impact their families for years to come. Clients benefit from two important aspects: Continuity of Service & Quality of Relationship. This means that every client works closely with a dedicated team of experts that provides extraordinary service and customer-centric solutions based on the team’s familiarity with their clients’ lives and goals over many years. Clients have a solid relationship with their team, one built on trust and mutual respect. Contact Information: 6195 West Quaker St. Orchard Park, NY 14127 Phone: 716-662-4361 Email: info@moldenhauerassociates.com Website: moldenhauerassociates.com Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Moldenhauer and Associates. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, KY, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, VA, WA.No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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Moldenhauer & Associates is a comprehensive financial planning firm, offering objective advice to help individuals and business owners better understand, plan and manage their financial futures. Founded in 1974, Moldenhauer & Associates helps clients with financial planning, investments, retirement planning, insurance and estate planning. Financial plans include both long and short-term components and every investment and insurance recommendation has a specific purpose to help clients achieve their financial objectives. As a multi-generational firm, the team at Moldenhauer & Associates recognizes the importance of family in every aspect of life and realizes that the financial decisions their clients make will impact their families for years to come. Clients benefit from two important aspects: Continuity of Service & Quality of Relationship. This means that every client works closely with a dedicated team of experts that provides extraordinary service and customer-centric solutions based on the team’s familiarity with their clients’ lives and goals over many years. Clients have a solid relationship with their team, one built on trust and mutual respect. Contact Information: 6195 West Quaker St. Orchard Park, NY 14127 Phone: 716-662-4361 Email: info@moldenhauerassociates.com Website: moldenhauerassociates.com Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Moldenhauer and Associates. This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, DC, FL, GA, ID, IL, KY, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, VA, WA.No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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Country

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State

New York

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Employees

11-50

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Founded

1974

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Estimated Revenue

$5,000,000 to $10,000,000

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Potential Decision Makers

  • Owner , Financial Adviser

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Sales Assistant

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanner

    Email ****** @****.com
    Phone (***) ****-****

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