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Moran Financial Consulting is a full-service financial consulting firm based in Edina, Minnesota. We help individuals, families and businesses build and protect wealth. Whether your goal is to save for retirement, live well in retirement, meet future health care needs or provide something for the next generation, we can help you make sure you have a viable plan in place. Moran Financial Consulting is a fee-based practice committed to meeting the needs of our clients. We help with the following key concerns:- Retirement income distribution planning- Retirement planning- IRA, Roth IRA, SEPs and SIMPLEs- Life insurance for young accumulators- Legacy planning and buy-sell agreements- Disability insurance- Investment planning- Pension maximization- Social Security election- Health care planningWe offer a free consultation. Contact us to learn more.

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Moran Financial Consulting Questions

The Moran Financial Consulting annual revenue was $15 million in 2024.

Moran Financial Consulting is based in Saint Louis Park, Minnesota.

The NAICS codes for Moran Financial Consulting are [5412, 54121, 541, 54].

The SIC codes for Moran Financial Consulting are [87, 872, 73, 8721].

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