Moyer Financial Services

Paul E. Moyer, CFP®, CLU®, ChFC®, CASL®, AEP, MBA

Welcome to Moyer Financial Services.  My company believes that good financial decisions don’t have to be confusing.  We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to my company philosophy and services, but it will offer a wealth of educational materials, articles, newsletters, calculators, and other tools – all designed to keep you up-to-date on financial issues, strategies, and trends.  This educational material is updated frequently, so be sure to check back often.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can e-mail me at or call 419-427-0097.





Paul E. Moyer, Chris Eaton and Chuck Rogers are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, GA, IN, KY, MI, OH, PA, VA and WV.  No insurance business may be conducted outside these states referenced.

Paul E. Moyer, Chris Eaton and Chuck Rogers are Registered Representatives of and offer securities products & services collectively through NYLIFE Securities LLC, Member
FINRA/SIPC, a Licensed Insurance Agency.  In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, GA, IN, KY, MI, OH, PA, TN, VA and WV.  No offers may be made or accepted from any resident outside the specific states referenced.

Moyer Financial Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Paul E. Moyer is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, FL, GA, IN, KY, MI, OH, PA, TN, VA and WV.  As such, these services are strictly intended for individuals residing in CA, FL, GA, IN, KY, MI, OH, PA, TN, VA and WV.

Paul E. Moyer is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

Neither Moyer Financial Services, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

Annuity Tax Advantages

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Current Retirement Savings

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Savings in Retirement

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Life Insurance

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More Calculators →