We believe every investor deserves accountability.
Our Commitment to You
If for any reason you are not completely satisfied with our services during your first year with our firm, we will refund 100%* of any fees that you may have paid to our firm during our initial time together. We make the commitment to you because we are confident of the level of service we provide and that you will be happy with your results. You won't find that kind of accountability everywhere – but you will find it here.
* Pertains only to the management fees that were paid to the Curran Financial Partners during the first year together. The request must be made during the first anniversary year based on when accounts were established with Curran Financial Partners. Fees cannot be reimbursed from any third party such as internal mutual fund fees, custodial fees, or fees associated with insurance and annuities.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 843.300.1182 today!