For the next few weeks, Andrew Minnick will be away from the office as he and his wife, Lindsey, welcome the birth of their son, Connor Adrian, born October 11, 2021. We wish health and happiness for Andrew and his family as it expands!
Andrew sent us this adorable photo when Connor was just a few days old.
In case you missed it:
For all inquiries for Andrew while he is away, please call (518) 391-4211 and either of our Private Wealth Administrators, Victoria Talbot or Kelly Fancher, can assist with administrative items regarding your portfolio.
If you’re questions are wealth/investment strategy related, either Kevin Curran or Derek Gray will be able to assist you.
We appreciate your understanding during this time and wish to congratulate Andrew once again!
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
