Moff & Associates
To Our Valued Clients:
We are writing to let you know that as of May 13, 2019, Amy Baker and Tamara Pavlov are no longer working for Moff and Associates. They left abruptly without prior notice. While they worked under Jim’s guidance and expertise for the past ten years for Amy, and six for Tam, they helped to convey Jim’s mission of providing expert yet personalized advice, tailored for each client’s needs. For over 38 years, Jim has been committed to this mission and continues to provide excellent financial, retirement, and income planning advice for all of his beloved clients. He promises to continue to provide the highest standard of service. Additionally, Jim has taught Financial Strategies for Successful Retirement seminars for the last 22 years at colleges in Williamsport, Bloomsburg, Towanda, and Mansfield which have been highly praised for their effectiveness and useful information.
We have welcomed new associates who are committed to supporting his mission to put the clients first and they look forward to meeting each of you. We would like to assure you that we have appropriate safeguards in place to protect the confidentiality of your account information from any departing employees. If you have any concerns regarding this news, please contact our office and we will be happy to have Jim speak with you or set you up with an appointment to see him directly. We extend our sincere apologies for any concern this may have caused, but please be assured that our office is still running as normal. As always, we look forward to serving you and would like to thank you for your business and loyalty.
James O. Moff III and Associates