Personal Attention Is Rule #1
Money means different things to all of us, and what colors our attitudes towards it, or what we want from it, is a highly selective thing. That’s why at McCurdy Investments we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn’t end there. Using our six-step Proven Process, we’ll monitor the progress your money is making. And we’ll meet regularly with you to make sure your investments reflect your current life circumstances.
Top-notch Investment Management Products and Service
McCurdy Investments provides investment management by coordinating and overseeing your financial portfolio. We serve as an advisor to you with one overriding goal — to substantially grow your portfolio to achieve your wealth goals. We achieve your success by utilizing a variety of investment opportunities.
From IRAs, REITs and College Planning to Life Insurance and Long-Term Care Insurance, we will help you make the most of your financial dreams.
Because we work so closely with you, we tend to think of our clients as our friends. So don’t be surprised if you ever get a phone call from us just to say hello.