1801 South Meyers Road
As fiduciaries, our #1 objective is to serve you, our clients, in your best interest. Using insight based on our extensive knowledge and training, we recommend customized strategies to meet your unique and continually changing financial needs.
Every day, we take great pride in doing our best work for you. Why? We love making a difference in your life. How? We put you first, and execute promptly and efficiently, with communication every step of the way.
No single strategy fits everyone, which is why you receive our undivided attention from planning to execution to follow-up. We educate you when needed and are proactive in helping you develop strategies to address your financial goals. Most tasks require an organized team approach. Our work ethic is exemplary as we get the work done right!
To provide superior, customized, financial planning, services with the highest level of integrity.
In serving you, we recommend the course of action that is in your best interest. You determine the way you want to work with us.
With our combined 80+ years of experience and training, we developed our individual practices that focus on putting our clients first.
In 2002, Barry Moschel and John Ghan combined their practices and initiated a partnership agreement.
In 2006, we established Moschel-Ghan Financial Services to fortify our roles as independent financial advisors.
Tom Manno joined the team in 2008, initially as our office manager. His role evolved into becoming a full financial planner in 2019.
Cory Bannester joined us in 2019 to take over the office manager role. She caught on fast, and even attained her Series 6 license during the first few months with us.
After three decades of serving his clients, John elected to retire in 2020. Adam Schwartz, a longstanding partner in the industry, joined our firm to continue serving John’s valued clients.