Richard Moldenhauer Email & Phone Number

Richard Moldenhauer, CLU, ChFC, CEP, is the Founder, President and Owner of Moldenhauer & Associates, a comprehensive financial-planning firm headquartered in Orchard Park, NY. Richard founded the company in 1974 and over the last four decades has built it into one of the largest and most successful financial services companies in the area. Richard is an acknowledged leader in the Financial Services industry, with a broad range of media and industry groups seeking his expertise. He has spoken to over 500 audiences in 36 states and four countries. He has published numerous articles on financial planning topics and has been a guest on several television & radio programs. He is a Lifetime and Qualifying Member of the Million Dollar Round Table and was named to the Ameritas Hall of Fame.Richard’s focus has always been about giving his clients sound financial planning advice. He has seen financial trends and retirement planning ideas come and go but putting clients first is an idea that has lasted. His 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.Moldenhauer & Associates is an independent firm, offering objective advice to help individuals and business owners better understand, plan and manage their financial futures. Clients rely on the firm for help with financial planning, investments, retirement planning, insurance & estate planning. Financial plans include both long & short-term components and every investment & insurance recommendation has a specific purpose to help clients achieve their financial objectives.Please give Richard a call. He'd like to meet you.Phone: 716-662-4361Email: info@moldenhauerassociates.com Website: moldenhauerassociates.com

Listed skills include Executive Compensation Planning, Insurance, and Retirement Planning.

• 

  Owner

  Moldenhauer & Associates

  1971 - Present - Orchard Park, New York

  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.This communication is strictly intended for individuals residing in the states of CA, DC, FL, GA, MD, NC, NY, OR, PA, and SC. 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.Securities and advisor services offered through Commonwealth Financial Network, www.FINRA.org/www.SICP.org, a Registered Investment Adviser.6195 W. Quaker St.Orchard Park, NY 14127716-662-4361"Please review our Terms of Use at www.commonwealth.com/termsofuse.html"Million Dollar RoundTable Membership inclusion is based upon eligible commissions from fixed/variable products, eligible premiums or annual gross income. For more information, please visit www.mdrt.org