In support of the recently established Curran Center for Financial Education, Tom has been participating in speaking engagements at several of the Capital Region’s institutions of higher learning.
Tom’s next engagement is scheduled for Monday, 3/12 @ 12:00 PM at Rensselaer Polytechnic Institute as part of their “Leaders in Action” series. For those interested, this presentation will be livestreamed via the link below.
Click here to join the livestream
Curran feels it is imperative young adults understand the importance of investing (and remaining invested) as they strive to achieve financial security and independence. The sooner one starts investing, the longer they can take advantage of the wonder of compounding and the yields it produces.
Sincerely,
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.
