On State Route 332 in Canandaigua, Sheppard Mosher Independent Wealth Management provides financial planning and services to the Finger Lakes region. With a team that has combined experience of 60 years, the company has been serving professionals and retirees since 2005. Sheppard Mosher's approach focuses on creating, enhancing, and preserving wealth through a comprehensive advisory model, tailoring their services to each client's financial needs.

The company's advisors prioritize building honest and responsive relationships with their clients, aiming to help them achieve financial confidence. By offering expertise in areas such as retirement strategy, investment, and estate planning, Sheppard Mosher supports individuals in making informed decisions about their financial futures. With a dedication to fostering independence through knowledge, the team at Sheppard Mosher works to empower their clients to take control of their financial lives.