Let's Connect
Your financial future begins
with a conversation.
We offer a complimentary "Get Acquainted" meeting - no pressure, no obligation. Just a straightforward conversation to see if we're the right fit for you.
West Hartford, CT
Charlestown, RI
Virtual Meetings Available
Start with a complimentary "Get Acquainted" meeting.
Tell us a little about yourself and what you're hoping to accomplish. We'll reach out to schedule a conversation - no sales pitch, no obligation. If we're not the right fit, we'll tell you that too.
Connecticut Office
West Hartford, CT
71 Raymond Road
West Hartford, CT 06107
By Appointment Only
West Hartford, CT 06107
By Appointment Only
Rhode Island Office
Charlestown, RI
4259 Old Post Road, Unit 1
Charlestown, RI 02813
By Appointment Only
Charlestown, RI 02813
By Appointment Only
Mailing: P.O. Box 1199
Charlestown, RI 02813
Charlestown, RI 02813
Principal Contact
Joseph P. Curran, CFP® CPM®
Firm CRD#: 299102 · Ind. CRD#: 3024167
What to Expect
How our first conversation works.
01
You Reach Out
Complete the form above or call us directly. Tell us a bit about where you are and what you're hoping to work toward. There's no wrong answer.
02
We Schedule a Meeting
We'll set up a complimentary "Get Acquainted" meeting - at our Connecticut or Rhode Island office, or virtually. No preparation required on your part.
03
An Honest Conversation
We walk you through our approach, listen to your situation, and give you an honest assessment of whether we're the right fit. If we're not, we'll tell you - and try to point you in the right direction.
Prefer to just pick up the phone?
Call our Connecticut office directly at (860) 709-0909 - or our Rhode Island office at (401) 932-6941.