Moreno, Peelen, Pinto & Clark
FINANCIAL SECURITY IS PRICELESS. That’s our belief, anyway. And we passionately pursue it every day. For over 50 years, our seasoned team of wealth management professionals have been helping residents of Central Florida live for today knowing that we are working hard to help protect them for tomorrow.
Two Guys & A Great Idea The year was 1960. The city: a sleepy citrus town known as Orlando. The two guys were Tony Misho and Steve Reich, a couple of young successful Columbia University grads with a hunger to expand a unique planning process they developed known as ‘Planned Estates’. The idea was simple: find problems to solve, not products to sell. Tony and Steve decided to take a personalized approach based on the unique needs of each client. The partners established a precedent-setting Two Meeting Plan designed to first discover the specific needs of a client, and then create a customized plan that would best meet those needs. This innovative, industry-revolutionizing platform would soon be adopted by the Home Life of New York nation-wide and would establish the fundamental way the partners and their firm would successfully engage clients for the next 50 years. The Benefits of a New Partner Tony Moreno, Sr. joined the firm in 1981 and started the benefits arm of the company: Moreno Financial Services. A native of Cuba, Tony Moreno Sr. was one of the first Certified Financial Planners in Central Florida and would one day serve as president of the Institute of Certified Financial Planners. Under his passionate, dedicated and innovative direction, Moreno Financial Services, a privately owned and operated business, grew into one of the largest Hispanic-owned firms in Central Florida. It’s Still A Great Idea Today, the professional partners at MPC continue to declare product affiliation independence, providing Central Floridians with personalized, innovative financial strategies that allow them to enjoy living today knowing they have planned for tomorrow.
Address: 111 North Magnolia Avenue Orlando, FL 32801, USA
Phone: +1 407 246 1515
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