Marco Moretti - Cranston, Rhode Island

Michaela P.

Marco is one of the best! I’m delighted to share my experience working with him — he has been an exemplary guide on my financial journey. Marco has consulted with me on my own personal endeavors as well as some of my business pursuits.

His profound knowledge of Wealth Management is evident in every interaction but what sets him apart is his unwavering integrity and genuine care for his clients! I always recommend him to anyone seeking a trustworthy financial advisor.

Alexander F.

Fantastic experience with Marco! Very professional, informative and communicative with us throughout the entire process including afterwards. Very satisfied with our experience with Marco Moretti and would happily recommend him!

Desiree B.

Marco is incredibly good at what he does. By far the best experience you’ll have with a financial advisor. Not only is he thorough but incredibly knowledgeable and friendly. Would 100% recommend this gentleman to anyone in need of an advisor!

Eric H.

Marco was very helpful with addressing my financial planning needs.

James S.

I have been working with Mr.Moretti for several years with some of my investments. He has improved my understanding of investments tenfold. Always picks up the phone when I have a question or need to make an adjustment. It's nice to work with someone who understands my cautious nature when it comes to finances.

Keith H.

Everything you would look for in an advisor is located right in garden city Cranston. Very responsive and not out there just trying to sell you life insurance. He looks at the whole picture and makes the best professional opinion based on everyone’s different situation. Highly recommended!

Aleksandra P.

Marco is very knowledgeable and professional. He answered all my questions and explained in details what my options are. I would definitely recommend his services.

James R.

Trustworthy and reliable. Also a super cool guy. Highly highly recommend.