Moldenhauer & Associates

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

6195 W Quaker St, Orchard Park, New York...

Phone Number

(716) 662-4361

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Moldenhauer & Associates

Moldenhauer & Associates is a family-owned financial advisory firm established in 1974, focusing on personalized wealth management and multigenerational financial strategies. The firm emphasizes building trust and confidence with clients by providing tailored solutions that address their unique financial needs and goals. They offer services such as retirement planning, investment management, estate planning, and tax-efficient distribution strategies. Their intended clients include families and individuals seeking comprehensive financial guidance and support through various life stages.Explore more
Moldenhauer & Associates's Social MediaPopular SearchesMoldenhauer & AssociatesBuffalo Business & Estate ServiceMoldenhauerMoldenhauerAssociatesBuffalo Business & Estate ServicesSIC Code 62,628NAICS Code 52,523Show more

Moldenhauer & Associates Org Chart

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JR
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Chief Operating Officer

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BM
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Moldenhauer & Associates

<$5M
11-50
Private
-
1974
JR
John RingChief Operating Officer
$6.7M
11-50
Private
-
1998
JW
Joseph WietechaCertified Financial Planner
<$5M
1-10
Private
-
1994
LC
Lucy CerezoManager, Accounting
<$5M
1-10
Private
-
2023
MG
Martha GannonLicensed Paraplanner
<$5M
1-10
Private
-
2012
OG
Olivia GrazziniClient Service Associate
<$5M
1-10
Private
-
2008
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Moldenhauer & Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Moldenhauer & Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Moldenhauer & Associates.

Moldenhauer & Associates Tech Stack

A closer look at the technologies used by Moldenhauer & Associates

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Frequently Asked Questions Regarding Moldenhauer & Associates

What is Moldenhauer & Associates's official website?
Moldenhauer & Associates's official website is www.moldenhauerassociates.com
What is Moldenhauer & Associates's Revenue?
Moldenhauer & Associates's revenue is <$5 Million
What is Moldenhauer & Associates's SIC code?
Moldenhauer & Associates's SIC: 62,628
What is Moldenhauer & Associates's NAICS code?
Moldenhauer & Associates's NAICS: 52,523
How many employees does Moldenhauer & Associates have?
Moldenhauer & Associates has 11-50 employees
What industry does Moldenhauer & Associates belong to?
Moldenhauer & Associates is in the industry of: Finance, Securities Trading
What is Moldenhauer & Associates competition?
Moldenhauer & Associates top competitors include: Severn Financial Advisors, Sterling Wealth Management, Fisler Financial Services, Stratton & Cote Financial
What technology does Moldenhauer & Associates use?
Some of the popular technologies that Moldenhauer & Associates uses are: DocuSign, Drupal, reCAPTCHA, PHP
How do I contact Moldenhauer & Associates?
Moldenhauer & Associates contact info: Phone number: (716) 662-4361 Website: www.moldenhauerassociates.com
What does Moldenhauer & Associates do?

Moldenhauer & Associates is a family-owned financial advisory firm established in 1974, focusing on personalized wealth management and multigenerational financial strategies. The firm emphasizes building trust and confidence with clients by providing tailored solutions that address their unique financial needs and goals. They offer services such as... retirement planning, investment management, estate planning, and tax-efficient distribution strategies. Their intended clients include families and individuals seeking comprehensive financial guidance and support through various life stages.Read More

What are Moldenhauer & Associates social media links?
Moldenhauer & Associates Linkedin page Moldenhauer & Associates Facebook page
Is Moldenhauer & Associates a public company?
Moldenhauer & Associates is private company therefore does not currently have an official ticker symbol
See more information about Moldenhauer & Associates

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