Curran Financial Partners
We understand the unique issues facing retirees and those saving for retirement, and we are committed to giving you the best advice and services possible — regardless of your investing experience. WE ARE A FULL-SERVICE INDEPENDENT INVESTMENT ADVISORY FIRM. Curran Financial Partners is a full-service independent investment advisory firm. We have developed our business by reaching out, nurturing, and maintaining trusting relationships with each of our clients. We understand that it’s important for you to have a trusted financial professional you can count on to provide you with accurate and helpful information. Curran Financial Partners wants to be your trusted financial professional. We are experienced, responsive, and understand your need for integrity and transparency. To schedule a time to discuss your financial future, please contact us at info@curranfinancialpartners.com or call us at 843-300-1182.
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Verified contacts
24
available on Kipplo
LinkedIn employees
26
1 to 10 range
Open roles
—
no listings
Distinct roles
19
indexed titles
Tech stack
2
tools in use
Monthly traffic
164
organic / mo
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Decision-makers and verified team members
24 contacts with verified email or phone · masked until revealed.
- DC
David C. Sheaffer
Director of Trading · General Business & Management
EmailPhone - CM
Chris McQuade
Financial Advisor · Finance & Accounting
EmailPhone - KM
Kat McKee
Executive Assistant · General Business & Management
EmailPhone - MP
Maria P.
Marketing and Client Relations · Advertising & Marketing
EmailPhone - RD
Ross Dewaard
Investment Service Representative · Customer/Client Service
EmailPhone - CC
Claire Curran
Director of Operations · Operations
EmailPhone - CS
Colin Stewart
Director of Client Services · Customer/Client Service
EmailPhone - AC
Adam Curran
Underwater Explorer · Other
EmailPhone - AR
Amelia Riggs
Client Relations · Customer/Client Service
EmailPhone
Showing 9 of 24 verified contacts
Top roles at Curran Financial Partners
19 distinct titles indexed · top 10 shown.
- 3client services representative
- 2financial advisor
- 1client relations
- 1client relations specialist
- 1client service associate
- 1client service representative
- 1client services
- 1customer service representative
- 1director of client services
- 1director of operations
- +9more titles
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