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2525 Route 332, Canandaigua, NY 14424

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Preparing now is the first step to enjoying a secure retirement. Speak with one of our advisors today to plan for tomorrow. 

Preparing now is the first step to enjoying a secure retirement. Speak with one of our advisors today to plan for tomorrow. 

WELCOME TO SHEPPARD MOSHER

We’ve all been there. It can be tough working your way to the top. Every one of our advisors has experienced the professional treadmill and chosen a path that actually leads to a destination. At Sheppard Mosher, we know how to disrupt the status quo and want to help you do the same.

It's your life; you should live it the way you want. Our advisors believe that knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you’re in the driver's seat for years to come.

Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

Contact Us

We’re here for you!

We've helped professionals and retirees since 2005 with 60 years combined experience.  

Let's Talk!

Does your portfolio have too much risk?
Or not enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!

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Retirement

Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Income

Income

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Estate

Estate

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Helpful Content

CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU.

Leaving Your Lasting Legacy

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn More
What Is the Dividend Yield?

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.
Learn More
Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn More

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