As a Financial Services Professional at Moshides Financial Group, my primary responsibilities revolve around developing relationships with our esteemed clients and provideing exceptional service to our current clientele. I firmly believe that financial freedomn is the key to a fulfilling life, and I am motivated by the opportunity to help our clients achieve this freedom. With a strong focus on wealth management, I have been workign in the financial services industry since 2015, helping successful business owners and young professionals achieve their financial goals.
To further enhance my knowledge and expertise in the field, I obtained the Accredited Investment Fiduciary (AIF) designation. This prestigious qualification allows me to better serve our clients by adhering to the highest standards of fiduciary responsibility. My educational background includes a Bachelor of Science in Business Economics, as well as as MBZA, both of which I earned from Canisius College. These degrees have provided me with a solid foundation in understanding the intricacies of the financial world and have equipped me with the necessary skills to navigate the ever-changing landscape.
In my role, I find the greatest joy in developing and maintaining trusting, long-lasting relationships with each of my clients. I firmly believe that the key to success lies in understanding each client's unique circumstances and tailoring our services to meet their specific needs. Providing high-touch, individual attention is the greatest value I can offer to my clients, ensuring that they receive the personalized guidance necessary to make informed financial decisions.
Originally from Grand Island, New York, I currently reside in Buffalo, New York. Apart from my professional pursuits, I am actively involved in the Canisius College Alumni Association, where I continue to foster connections with fellow alumni. Additionally, I serve as a board member of Aspire of WNY, an organization dedicated to empowering individuals with developmental disabilities. When I'm not working, I enjoy indulging in my passions for golf and skiing.
Benjamin Whitford is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Moshides Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. OSJ: 300 Corporate Parkway, Suite 216N, Amherst, NY 14226. (716) 852-1321.
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