Daniel Moruzzi

Daniel Moruzzi

Financial Adviser

Phone: 631-582-6400 x2351
Fax: 631-582-3116
E-mail:
 

Daniel's goal is to provide individuals, families and business owners with the tools and skills needed to make better informed decisions, with regard to their specific financial affairs. He believes listening, trust, persistency and service are the foundation of lasting relationships and success. With over 24 years of experience in the Financial Services Industry, he has extensive experience in Asset Management, Insurance, Retirement and Estate Conservation/Preservation. Dan also works closely with businesses to develop their Pension Plans and Employee Benefit Programs.

Specialties: He assists accounting firms in developing their practices by using insurance and investments. Specifically, he helps accountants to provide Business Continuity, Qualified and Non-Qualified planning techniques that enable their clients to successfully reach their financial goals and objectives.

Daniel Moruzzi is a Registered Representative and Investment Adviser Representative of Equity Services,
Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., and offers securities in NY. He is also insurance-licensed in New York.