Our Firm
Moran Financial Consulting is a full-service financial consulting firm based in Edina, Minnesota. We help individuals, families and businesses build and protect wealth and make informed choices about healthcare. We advise clients in the Twin Cities and throughout Minnesota.
Lasting Relationships And A Commitment To Service
We are a fee-based practice committed to meeting the individual needs of our clients. We love building lasting relationships and providing highly responsive service. Independent financial advisor Norberto C. Moran helps Minnesotans address the following concerns:
- Retirement income distribution planning for retirees
- Retirement planning for accumulators
- IRA, Roth IRA, SEPs and SIMPLEs
- Life insurance needs
- Legacy planning
- Disability insurance
- Investment planning
- Social Security benefits election
- Medicare consultation and planning
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.