PERSONAL WEALTH MANAGEMENT SERVICES

We create value and give life to your visions to make your dreams, reality.  Your golden years are sacred and should be savored in comfort and care.  Safety, security, and peace of mind come from proper planning that is specific to your goals and needs.  We at Curran Investment Management understand the importance of your retirement years, and focus on your financial future. We Listen. 

Our highest goal is to help you plan, accumulate and preserve wealth throughout your lifetime. For over 40 years, we have been helping our clients achieve financial security with our personalized approach to wealth management.

  • As an independent registered investment advisor, our investment and financial planning advice is objective and unbiased.
     
  • We recognize that planning is a process, not a product.  The best financial advice is tailored to your specific needs.
     
  • Our team of experienced professionals works closely with your professional advisors, leveraging our respective strengths to create a cohesive plan for achieving your goals.

I.      Retirement Planning           

II.    Education Planning

III.    Estate Planning

IV.    Insurance Analysis & Review

V.     Long-Term Care & Medicaid Planning
 

To request a free quote for any of our Wealth Management Services, email info@curranllc.com or call us at (518) 391-4200.