Services

​Everyone’s situation is unique, therefore specific needs vary from person to person. The strategies and tools the Moore Financial Group offer allows you to be conservative, while gaining the confidence you need to maintain your lifestyle through retirement.
We can help you strategize when it comes to the following products and services:
  • 401(k) rollovers.
  • Business succession planning.
  • Estate planning.
  • Financial planning.
  • Investment management.
  • IRAs.
  • IRA rollovers.
  • Legacy planning.
  • Life insurance.
  • Long-term care.
  • Retirement income planning.
  • Tax-efficient strategies for individuals.
At Moore Financial Group, we’re passionate about helping you prepare for your financial future because we want you to move forward with confidence. Start the conversation by calling 585.374.2291 and let’s see how we can be of service to help you protect and grow your wealth.
Learn more about some of our services by clicking the subjects below that interest you!
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Home Office
8624 St. Rt. 21  |  Naples, NY 14512
Satellite Office
3445 Winton Pl #120 | Rochester, NY 14623
David F. Moore,  CFP®,  CLU®      | Micah T. Moore    
Founder                                            | Partner 
Phone: 585.374.2291 | Fax: 585.374.5624
[email protected]  |  ​[email protected]
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Advisory Services offered through Independent Solutions Wealth Management, LLC a Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC.  Independent Solutions Wealth Management, LLC and Moore Financial Group are separate and independent entities from Peak Brokerage Services, LLC.