Curran Financial Partners of Charleston

Curran Financial Partners of Charleston is a financial planner in Charleston, SC. The firm provides specialized services including retirement planning, tax preparation, and estate planning to individuals and families throughout SC. With a 4.80 rating from 62 reviews, the firm is dedicated to helping clients navigate the complexities of retirement and long-term financial goals.

As an independent investment advisory, the firm operates as a fiduciary, meaning their loyalty is to their clients rather than specific companies. They utilize a holistic approach to design custom financial plans that incorporate various investment strategies and insurance products, such as annuities, tailored to a client's specific risk tolerance and objectives. The team aims to bring the same financial concepts used by wealthy individuals to hardworking families, focusing on tax-efficient strategies and asset protection to support a desired retirement lifestyle.

The office is located on River Landing Drive in Charleston, situated a short walk from Waterfront Park and the Daniel Island Dock. The location is also near Barfield Park, Credit One Stadium, and the Charleston Fire Department Station 18.

Curran Financial Partners is recognized for providing thorough and well-documented financial guidance. Their commitment to accountability and their product-agnostic approach ensure that all recommendations are made in the best interest of the client.

The firm provides essential retirement and estate planning expertise to help families in Charleston achieve financial independence.

Services:

• Estate Planning
• Retirement Planning
• Tax Preparation