"Mr. Moran provides not only a comprehensive command of all areas of financial planning and life insurance and annuity products, but also the highest degree of honesty and integrity.  He is competent and thorough, excellent in his follow through on such areas as beneficiary designations and asset titling, and very capable in such important areas as isolating issues and pricing various insurance needs of the client, and assisting to coordinate both testamentary and lifetime transfers of assets and/or funding of trusts." - R.E. Torrenti

"I respect Mr. Moran and his group and I feel fortunate to have met him at this point in my career and only wish I had met him sooner. I have grown to trust his integrity and seek his counsel to guide myself personally and professionally moving forward... If you are seeking guidance in the beginning, middle or final stages of career I believe you would significantly benefit from meeting him and seeing what he has to offer." - S. Mehta DDS

"Should you choose to seek Kevin’s counsel on your personal life journey, you have my assurance that he will be kind, caring, patient and informative. As you decision those aspects of life that will help shape your future, Kevin will be with you every step of the way to ensure you are happy, confident and on track to meet your goals." - L. Gunsallus

"I would recommend Mr. Moran and his group to my colleagues and trust that he will provide the same level of service to you and your organization that he provided to me and my wife. His honesty and integrity were important to me because of the delicate nature of our situation." - Dr. W. Russo