Here’s our story. We look forward to hearing yours.
Wealth Advisors
It is our responsibility to understand your investment objectives and unique goals. We provide guidance during the planning and allocation process to effectively implement the financial plan that we developed together.
Tax Preparation
Our experienced tax preparation team works closely with our advisors to create the best tax strategy for each client. From maximizing refunds to minimizing liabilities, we're dedicated to making the process easy and stress-free.
Client Services
We support your day-to-day financial plan and accounts servicing needs. We work alongside Wealth Advisors and Wealth Managers to ensure you receive exceptional service. We can assist with a wide range of activities within your accounts to include additional deposits, withdrawals, beneficiary and ownership changes, distributions, and relaying information to your financial advisor. The trading department also works closely with all team members to execute all transactions within your Charles Schwab accounts.
Client Relations
Our team works together to make our client’s experience as smooth as possible. We handle incoming calls, scheduling visits, event planning, and more! When you visit our office, you will be greeted by one of our smiling faces!
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 info@curranfinancialpartners.com or call us at 843.300.1182 today!
Disclosure
Certain individuals identified on this website provide services to the firm as independent contractors or through third-party service providers. These individuals are not employees of the firm and do not provide investment advisory services on behalf of the firm unless specifically stated. Any services they provide are limited to their respective professional or support functions.