Curran Wealth Management is sponsoring this year’s Siena Saints Men’s Basketball Gold Rush Game to be held at Albany’s MVP Arena on Thursday, February 6th at 7:00PM. We are offering free tickets to clients interested in joining us for the event.
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If you would like to join us for the game, please let us know by the morning of Monday, 2/3 via email at info@curranllc.com, or by reaching out to your Private Wealth Manager. Be sure to let us know how many tickets you would like.
We look forward to seeing those who can join us for what should be an exciting night of basketball!
Thank you!
The Curran Wealth Management Team
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.
