Moshides Financial Group

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

65 Bryant Woods S, Amherst, New York, 14...

Phone Number

(716) 636-2525

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Moshides Financial Group

Moshides Financial Group specializes in wealth advisory, financial planning, and life insurance services, aiming to provide clients with tailored financial strategies. The firm primarily serves business owners, physicians, and professionals who value relationship-driven guidance and seek to navigate complex financial landscapes. With a commitment to exceptional service and a proven goal-driven planning process, they empower clients to make informed decisions and achieve financial freedom. Established in 1987, Moshides Financial Group emphasizes building meaningful relationships to ensure peace of mind for their clients.Explore more
Moshides Financial Group's Social MediaPopular SearchesMoshides Financial GroupMoshides Financial Group IncMoshidesfinancial ComSIC Code 62,628NAICS Code 52,523Show more

Moshides Financial Group Org Chart

PhoneEmail
John Moshides, President at Moshides Financial Group
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Moshides Financial Group

<$5M
1-10
Private
-
1987
John Moshides, President at Moshides Financial Group
John MoshidesPresident
<$5M
11-50
Private
-
1971
CS
Carol SmithExecutive Administrative Assistant
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
-
MF
Meredith FinnClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Moshides Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Moshides Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Moshides Financial Group.

Moshides Financial Group Tech Stack

A closer look at the technologies used by Moshides Financial Group

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Frequently Asked Questions Regarding Moshides Financial Group

What is Moshides Financial Group's official website?
Moshides Financial Group's official website is www.moshidesfinancial.com
What is Moshides Financial Group's Revenue?
Moshides Financial Group's revenue is <$5 Million
What is Moshides Financial Group's SIC code?
Moshides Financial Group's SIC: 62,628
What is Moshides Financial Group's NAICS code?
Moshides Financial Group's NAICS: 52,523
How many employees does Moshides Financial Group have?
Moshides Financial Group has 1-10 employees
What industry does Moshides Financial Group belong to?
Moshides Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Moshides Financial Group competition?
Moshides Financial Group top competitors include: Wienken Wealth Management, Argos Financial Group, Copper Canyon Wealth Management, Weinberg Financial Advisory
What technology does Moshides Financial Group use?
Some of the popular technologies that Moshides Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Wistia
How do I contact Moshides Financial Group?
Moshides Financial Group contact info: Phone number: (716) 636-2525 Website: www.moshidesfinancial.com
What does Moshides Financial Group do?

Moshides Financial Group specializes in wealth advisory, financial planning, and life insurance services, aiming to provide clients with tailored financial strategies. The firm primarily serves business owners, physicians, and professionals who value relationship-driven guidance and seek to navigate complex financial landscapes. With a commitment t... o exceptional service and a proven goal-driven planning process, they empower clients to make informed decisions and achieve financial freedom. Established in 1987, Moshides Financial Group emphasizes building meaningful relationships to ensure peace of mind for their clients.Read More

What are Moshides Financial Group social media links?
Moshides Financial Group Linkedin page
Is Moshides Financial Group a public company?
Moshides Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Moshides Financial Group

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