How does the advisor help clients – Key Takeaways:
Curran Financial Partners, LLC is a financial management firm that provides expert guidance and planning services to their clients. They specialize in helping individuals, families, and businesses make the most out of their assets and plan for a secure financial future.
Their team of experienced advisors are dedicated to providing personalized and comprehensive financial solutions to each client, taking into account their unique needs, goals, and risk tolerance. They work closely with clients to develop a customized wealth management plan that will help them achieve their financial objectives.
Facts and Insights
Curran Financial Partners, LLC has been in business for over 20 years, providing their clients with top-notch financial guidance and services. Their team of advisors has a wealth of knowledge and experience in the industry, allowing them to stay ahead of market trends and provide sound financial advice.
Their commitment to excellence and personalized approach has earned them a strong reputation in the industry and a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Curran Financial Partners, LLC offers a wide range of financial services to meet the diverse needs and goals of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm works with a variety of clients, including individuals, families, and businesses. They have the expertise to provide tailored financial solutions to each client, regardless of their financial situation or goals. Their client base includes:
- High-net-worth individuals
- Baby boomers planning for retirement
- Small business owners
- Professionals and executives
Fees & Compensation
Curran Financial Partners, LLC operates on a fee-based compensation structure. This means that their advisors are compensated through a combination of fees and commissions based on the services they provide and the products they recommend.
They are committed to transparency and always strive to provide their services at competitive rates. They also offer a free initial consultation to potential clients to determine their needs and provide a cost estimate for their services.
Background
The founder of Curran Financial Partners, LLC, John Curran, has been in the financial industry for over 30 years. He holds several industry certifications, including the Certified Financial Planner (CFP) designation, and has a Bachelor’s degree in Business Administration from a top university.
The firm prides itself on its strong leadership and dedicated team of experienced advisors who work tirelessly to help their clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Curran Financial Partners, LLC is regulated by the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to their clients. It is important for clients to review and understand these disclosures before working with any financial advisor.
The firm’s disclosures can be found on their website and include information about their compensation structure, affiliations, and any potential conflicts of interest.