SHEPPARD MOSHER

Sheppard Mosher's mission is to create, enhance and preserve wealth using a comprehensive advisory model. We believe in providing high-level professional knowledge based on research with an in-depth understanding of each client's financial needs. Sheppard Mosher is dedicated to fostering honest and responsive relationships with those we serve as we help them achieve financial confidence... Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation... We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Primary location: Canandaigua United States