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Strategies for Financial Independence

It is important to feel you have control over your future. At Sheppard Mosher, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a no obligation introductory meeting! Call us at 585-396-0926 or connect with us online at jmosher@sheppardmosher.com.

Request a No Obligation Meeting

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

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.


Contact Us Today!

Phone: 585-396-0926

Toll-Free: 800-724-2484

Fax: 585-396-0239

jmosher@sheppardmosher.com

Location: 23 North Street, Suite D
Canandaigua, NY 14424


Our Focus
» Retirement Income Strategies
» Endowment Model Philosophy
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection
» Our Services
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Securities are offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta GA, 30005, (678) 356-1100. Sheppard Mosher is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.