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No matter the path, we are here to go the distance

Why Choose Curran?  

Our knowledgeable and results-oriented team of professionals are dedicated to helping investors meet their goals. Our approach to successful investing, combines: superior client service, attractive portfolio returns with the attention each client deserves

Our Mission:

As an Investment Advisory Firm, our mission is your vision. We believe in giving every client a panoramic view of their future through our comprehensive financial planning method encompassing investment management, wealth management and tax preparation services. Through that process, we have maintained long-term client relationships based on trust and communication.

For over 40 years, we have been helping our clients achieve financial security


For individuals looking to achieve financial security through personalized wealth management services click above.


For institutional investors or consultants interested in institutional equity portfolios click above.


If you are interested in tax services click above.