Moyer Financial Services

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You don't have to do it alone. We can help you identify the most cost-effective products to help you meet your financial objectives. We provide a full range of services.

Paul has more than 41 years of financial services experience, with 26 of those in the banking industry. He founded Moyer Financial Services in 1997, and since then has been helping his clients in financial, business, and estate planning. He is a New York Life Insurance Company agent, and is a top producer within the company and the industry. Paul is also an Investment Adviser Representative with Eagle Strategies LLC and a Registered Representative with NYLIFE Securities LLC.

Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial strategy for you and your family. This step usually requires the purchase of a life insurance policy to ensure that your family's needs will continue to be met, even after your untimely death cuts your earnings potential short.

Ellen is an associate financial advisor for the firm. She assists Paul in identifying client needs, defining investment goals and objectives, and creating individual investment strategies. She works closely with Paul to provide outstanding client service for all investment accounts. She enjoys mutual fund research and analyzing 401(k) statements for clients. Ellen has been with the firm since 2007 and has over nine years of experience in the financial services industry.

On this Web site, we strive to provide you with the most comprehensive and dependable source of life insurance and financial products information on the Web. You can access this information with complete anonymity. Whether researching our products and services, using our tools, or accessing our educational content, you need provide no personal information whatsoever.

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