Curran Financial Partners-0
Curran Financial Partners-0
Investment Service

Curran Financial Partners Marina Dr, Charleston, South Carolina

4.9
(21)Check map
Phone:
+1 843-300-1182
Website:
http://www.curranfinancialpartners.com/
Address:
672 Marina Dr #108, Charleston, SC 29492, United States
Hours:
Tuesday9AM–5PM
CLOSE

    Services

    • Estate planning

    • Tax planning

    • Wealth management

    • An Investment Plan

    • Asset Protection

    • Insurance And Annuities

    • Investment Accounts

    • Investment Strategies

    • Ira Legacy Planning

    • Life Insurance

    • Long-Term Care Strategies

    • Retirement Income Strategies

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    Curran Financial Partners Reviews

    4.9 stars based on 21 reviews

    Featured Comments:

    • S

      STEPHEN ZIMMERMAN

      5.0

      Adam and team are top notch!

      Response from the owner

      It's been a pleasure to work with you, Stephen!

    • J

      Jim Moring

      2.0

      Such a small return on retirement account that I had to cancel the account 2%.

      Response from the owner

      I hate to see this Jim. Our first real negative google review in over 10 years. To add some context. In looking at your client notes it looks like you worked with our firm for a little over 1 year. We visited with you to design and tweak your retirement plan and investment strategy about 6 times during our time together. Your investment strategy appeared to be tailor-made to your comfort level with an emphasis on secure investments and a dollar cost averaging strategy with your more aggressive investments. You referenced a small rate of return on your account on May 6th 2022 when the stock market was down YTD around -13% (-23% Nasdaq). We are sorry we didn't deliver on your expectations and we were happy to refund you any fees you paid us. - Adam

    • R

      R Snyder

      5.0

      If you don't have a financial planner, you should. And if that FP is not Curran Financial Planners, then may I recommend you talking with Curran. Adam and his team have made recommendations that have saved me thousands and have helped grow my portfolio exponentially. No BS or gimmicks, just sound advice based on a deep understanding of the market and a desire to help their clients. We feel fortunate to have them by our side.

      Response from the owner

      Thank you for your kind words, Richard! It is a pleasure to work with you!

    More reviews (18)

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    Estimated Payment

    $ null

    • Total Principal Paid:$ 1,000.00
    • Finance charge:$ 255.62
    • APR: 311.00 %

    Payment Breakdown

    Map & Direction

    Directions
    Hours:
    CLOSE
    • Tuesday :9AM–5PM
    • Wednesday :9AM–5PM
    • Thursday :9AM–5PM
    • Friday :9AM–5PM
    • Saturday :Closed
    • Sunday :Closed
    • Monday :9AM–5PM
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    FAQs

    • 1. How to Contact Curran Financial Partners?

      Please Call +1 843-300-1182. You can complete contact form for further negotiation.

    • 3. What Services Does Curran Financial Partners Offer?

      Curran Financial Partners provides services below:Estate planningTax planningWealth managementAn Investment PlanAsset ProtectionClick here to find more details from Curran Financial Partners.

    • 5. Does Curran Financial Partners Perform as an Agency or a Lender?

      Curran Financial Partners is a Investment service that may accept all kinds of loans. Besides, you can try WeLoans that can find you the best lenders for your reference.

    • 2. What's the Location of Curran Financial Partners?

      672 Marina Dr #108, Charleston, SC 29492, United States may be the location of Curran Financial Partners. You can find more similar loan stores here.

    • 4. How Can I Obtain a Loan at Curran Financial Partners?

      You can check out on their website as long as you need loans.

    • 6. What if I Fail to Pay My Loan On Time?

      You need to contact your lender for negotiation before you commit a breach of contract if you can't repay the debt.

    • 7. Does Curran Financial Partners Accept People with Bad Credit?

      Sure, you can call them for more details before you make any decision.