David L Moran – Axa Advisors

**HIGHLY RECOMMENDED**
I strongly recommend David Moran without any hesitation. My husband and I were looking for the right person to become our long-​term financial advisor. We had always done the ‘savings/​investments thing’ through our bank but the bank didn’t actively manage these accounts and that was always a concern of ours. When we decided to start a family, we realized we had to get really serious about taking our financial portfolio to the next level but the problem was that we didn’t have the necessary expertise. That’s where David came in. I found him on Unilocal.He had great reviews (see the filtered reviews section!) so we decided to give him a chance. One of the best decisions we ever made! We’ve been working with him for more than a year now and he’s really helped us get our arms around everything. And now that he’s actively managing our investments, we really feel like we can focus our efforts on our family and our careers as military officers. He took that stress away from us! David is extremely professional, very personable, and knows his stuff! He’s also able to explain things to us in a way that even I understand (trust me, I’m pretty clueless when it comes to the investment lingo so this is a BIG deal). Again, we’re very pleased with David and look forward our continued partnership !
**HIGHLY RECOMMENDED**