What We Offer
Personalized service.
Comprehensive planning.
We specialize in helping individuals and families develop sound financial strategies for retirement and beyond right here in Canandaigua and the Finger Lakes.
"We take the mystery out of investing, insurance, estate conservation, and preserving wealth."
Our Commitment
Dedicated to your financial well-being
If you are retired or approaching retirement you deserve a team that understands what's at stake. We offer personalized, hands-on service built around your life, not a template.
Our firm specializes in helping individuals develop sound retirement strategies. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.
For more information about our firm and the services we offer, send us a quick email or give us a call. We would welcome the opportunity to speak with you.
Our Services
Everything under one roof
From investments and retirement accounts to financial planning and estate strategy — we bring it all together in one coordinated plan built around you.
Investments
- Bonds
- Common Stock
- Brokerage Accounts
- Variable Annuity
- Treasury Bills & Notes
- Government Securities
Retirement Accounts
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Educational IRA
Financial Planning
- 401(k) Planning
- 403(b) Planning
- Profit Sharing Plans
- Money Purchase Plans
- College Plans
Estate & Legacy
- Estate Plans
- Tax Plans
- Wealth Transfer
The Sheppard Mosher Difference
Straightforward guidance from people who care
Personalized, hands-on service
We take the time to truly understand your situation — your goals, your family, and what financial security means to you.
We educate, not just advise
We walk you through the concepts and products behind your plan so you always know what you own and why.
Fiduciary financial guidance
We operate as fiduciaries, which means the recommendations we make are guided by your best interest.
Local and independent since 2005
We've been serving families in Canandaigua and across the Finger Lakes for over two decades. We're part of this community.
Get in Touch
Ready to talk through your options?
We would welcome the opportunity to speak with you. Serving individuals and families in Canandaigua, Rochester, and throughout the Finger Lakes region.