Valdés & Moreno, founded in 1994 by Marco Listrom, is a brand that specializes in municipal bonds and offers various ancillary services to help customers achieve their financial goals. With a track record of nearly a quarter-century, they prioritize serving retail investors and providing direct access to municipal bonds and the projects they support. Valdés & Moreno aims to eliminate middlemen and unnecessary fees to reduce investment costs for ordinary investors.

They are committed to helping investors reach for yield while carefully measuring risk. The brand believes in high-touch communication, providing personalized advice over the phone and face-to-face, supported by tactical technology. Valdés & Moreno values the significance of municipal bonds in an investment portfolio and emphasizes the importance of mom and pop investors as the bedrock of the market.

They have served a diverse customer base across Missouri and Kansas for over two decades. Additionally, Valdés & Moreno is a trusted resource for Registered Investment Advisors, offering expert guidance and education for municipal bond investments. With their experience and knowledge, Valdés & Moreno strives to help individuals Live Well by Doing Good® through investing in projects that make a positive and lasting impact in communities