Millermccurry, Llc
More than just a portfolio manager, our clients are looking for a conductor to synchronize all of the elements of their financial life including the lawyers, accountants, insurance experts, and bankers. Many of these professionals have barriers that prevent them from taking the lead and depend on their clients for the synchronization. At MillerMcCurry we are inspired each day to help our clients seamlessly work toward their goals with our holistic approach to Financial Planning. As a small, independent, fee-based firm we are able to offer services tailored to each of our clients and their families. Review our Terms of Use: Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
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4
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- JD
Joe Denardo
Wealth Advisor · Finance & Accounting
EmailPhone - DM
Daniel McCurry
Principal · Finance & Accounting
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Tara Kovach
Chief Executive Officer · General Business & Management
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Top roles at Millermccurry, Llc
3 distinct titles indexed · top 3 shown.
- 1chief executive officer
- 1principal
- 1wealth advisor
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