Our financial advice team

Marc A Moreno, Associate Financial Advisor serving the Tolland, CT area - Ameriprise Advisors

Marc A Moreno

Associate Financial Advisor

COUZENS, DOMINGOS, ALLEN & ASSOCIATES
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Investment Management
  • Retirement Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Education

  • University of Connecticut - Bachelor of Arts

Awards & recognition

  • COUZENS, DOMINGOS, ALLEN & ASSOCIATES, Forbes Best-in-State Wealth Management Teams, 2024-2026

Interests

  • Enjoy family time with my wife, two sons, and two dogs
  • Skiing and fitness
  • Portuguese food
  • Soccer, Baseball, and College Basketball
  • Learning new things

Connect with us

Marc A Moreno may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2005-2026 Ameriprise Financial, Inc. All rights reserved.