About Us

Our Primary Purpose

Since 1984, Jim has been committed to providing expert, yet personalized advice for each client's financial, retirement, and income planning. Here at Moff & Associates, we treat our clients as special, valued friends. We have and always will continue to provide the highest quality of service.

Our Primary Purpose

Additionally, since 1998, Jim has taught financial strategies for Successful Retirement Seminars at colleges in Williamsport, Bloomsburg, Towanda, and Mansfield, Pennsylvania. These seminars have been highly praised for their effectiveness and useful information.

Please consider us for all your financial needs.


James O. Moff III and Associates

At Moff and Associates, a new client is a friend we haven't met yet.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office. 

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