Jeremy makes investing so much easier to understand. I was intimidated by trying to figure it all…read moreout. He took the time to help me understand and advise me on what to do. Jeremy is compassionate, knowledgeable and trustworthy.

My husband and I have been working with Jeremy since the turn of the year. We were desperate to…read morehave a better financial plan and have more to say for our money. I specifically wanted someone that wouldn't try to sell me on their particular product (ie Life Insurance). Fast forward four months and we feel 100% better now that we have a solid roadmap for success. We are making a lot of progress and we now have tremendous peace of mind knowing that he truly has our best interest at heart...

You can tell from the minute you shake Phil's hand he is a stand up guy. I cannot thank him enough…read morefor really helping me feel better about my retirement and investments. I would highly recommend Phil to any one of my friends or family seeking financial security.

Spend some time talking to Phil and you will understand why he gets a 5 star review. His…read moreknowledge, insight, and desire to grow your portfolio and set you up for success are second to none.

I caught Adam on his podcast on the radio, set up a meeting, and have been much more comfortable…read moreand successful with my retirement management ever since. Curran Financial excelled at helping me find my personal comfort zone when it came to exposure and risk tolerance.

From the owner: Call us today for a complimentary copy of Adam's book "The Power of a Plan: Your Politcally…read moreIncorrect Guide to Worry Free Retirement."

"If we cannot help you, we will point you in the direction of someone else who can."…read more Liars. Wouldn't even schedule a call with me. "Thank you for your interest. We are not offering meetings at this time." Sounds like I dodged a bullet.

From the owner: Our Financial Planning firm specializes in Retirement Planning for those age 50+ located in the…read moreCharleston / Mount Pleasant area. We help you clarify your dreams and goals and work with you to make those a reality. We strive to enrich the lives of our employees, clients and the local community. We are a Fee Only Fiduciary Registered Investment Advisor dedicated to serving you and putting you first.

I have known Ross for years and can not speak highly enough of him. He works with individuals and…read morebusiness to help them navigate the difficult markets in today's fast passed and changing world. I would recommend him to family and friends who are busy professionals and need help with all there investing, planning, and insurance needs. He has been a great resource to Me and my family.