Moreno Capital Management, New York NY

Over the years, Dan has taken the time to understand my financial goals and concerns to make sure I am making the best financial decision for myself and my family. He answers any questions I may have in a timely manner and helps me understand the platform/investment paths and future.

I would like to pass along that my experience over the past 2 years has been nothing but exceptional. I have picked up the phone and called
Daniel Moreno not just at the end of the year but any time of the year and he has always been on the other end with the answers to any question I have ever had. So happy I picked the right Management Team.
What a Top Shelf Operation.

Mike Cavanaugh

I had the pleasure of working with this firm for several years now. My wife and I have worked with other firms before working with Moreno Capital Management.

I would say the biggest difference has been the transparency, honesty and relationship. Moreno Capital Management really cares about what we are looking for in our future. It’s been nice to have conversations and feel
we are not just another client.

I feel when the phone only rings from your financial advisor to talk about what we should do with our money is the only time we hear from our financial advisor is to ask for more. Now when I hear from my financial advisor, Moreno Capital Management I hear from Dan often and more often then not it’s to talk about life. Mainly now great Tom Brady is or isn’t doing! Not just to get more out of out of us. Dan is extremely responsive along with his team. I feel confident and relaxed with Moreno Capital Management.

I can’t recommend Moreno Capital Management enough.

Highly recommend Dan and Moreno Capital Management for all of your financial needs. He genuinely cares about his clients no matter how big or small. He has my full trust with all of my investments and I look forward to working with him for all of my financial needs in the future.

I wouldn’t think of having my investments
anywhere else but Moreno Capital.
They give me piece of mind and you can’t put a price on that!

I recently retired from my job and needed to transfer my 457 SMART Plan. I contacted Daniel and he explained the process and guided me through it seamlessly. We discussed how the money would be invested, he set up a group call with my previous company representative and followed up with me every step of the way. He made me feel confident and secure with where my money was going and the future of my investments.