Curran Financial Partners Marina Dr, Charleston

Curran Financial Partners Reviews

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  R Snyder
  5

  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!

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  Thumbie Thumbie
  5

  I have been listening to the radio show for about a year. I finally called and received the book, read it and set an appointment for my 30 min meeting with Michael. We set up a follow up meeting a week later so he could review my plan. He spent over an hour with me reviewing my plan and I am very impressed with it. At the end of our conversation he told me that where I had my current retirement there was nothing he could do at this time, but if I had any further questions about the plan he provided to please call him. Adam always says on his radio show that if they cant help you they will tell you. Michael gave me a lot to consider and did not try to sell or presser me in anyway! Again, I am VERY impressed with the entire process, Michael and the plan he provided to me. I would HIGHLY recommend Adam, his team and their process!

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  Terri Simpson
  5

  SIMPLY.....look no further for your financial needs!!! Adam and his crew at Curran Financial Partners are highly qualified, knowledgeable and respectful. Listen to Adam's podcasts, read his books or just take the word of all who give this office 5 stars. We are retired and feel so safe with Adam continuing to handle our finances!!!

• G

  Gunner Beery
  5

  We have worked with Adam for several years and he has been very valuable in helping us plan our current and future financial goals. He helped us with insurance, and social security timing issues as well as retirement investments. He is easy to understand and communicates well. I would recommend Adam and his team to others looking for someone who looks at your total financial picture and helps you even though he does not receive a transaction commission.

• R

  Robert Waite
  5

  We have found Adam and his crew to be professional and a joy to work with. Knowing that our finances are safe and monitored, gives us peace of mind. As Adam's family grows with a wife, children and a new pet, clients feel a part of it all. The knowledge of the firm and their can do attitude, is very reassuring to us. We recommend Curran Financial Partners to anyone looking for someone to manage their finances.

• y

  yyzTomSawyer
  5

  I have watched Adam grow his small team into a wonderful large family. Trust me when I say that I wholeheartedly recommend my friends and clients about Curran Financial Partners. I have dealt with countless Financial advisors and wannabes during my 25 year career on Wall street and I say with confidence Adam and his team are the most trustworthy you will ever deal with.

• K

  Kathleen Schilling
  5

  We have been working with Adam and his team and love how they communicate with us. He takes complicated finances (at least for me) and simplifies it with explanation. We would highly recommend others to use their services.

• D

  Danny Cortes
  5

  Adam Curran is an excellent financial advisor. But more than that I consider him a friend. I have worked with Adam for a few years now. He has helped my family and I retire early and enjoy life.

• b

  bill cohen
  5

  Working with Adam and his crew has been a pleasure. Still in our first year but he has made our situation easier to work with. I have learned a lot. We never feel pressured and the responses to issues or questions is phenomenal."Mail Box Money" is a great feeling.

• J

  James Rockwell
  5

  Adam Curran and Staff are the best possible blend of expertise, concern, professional financial managers. So very glad we met y'all and glad we've benefited from our staying with ya. For ever!