Seven-Step Proven Process
The McCurdy team follows a Proven Process vital to developing a sound and solid financial plan for you and your family.
Retirement Action Plans
From IRAs, College Planning, and REITs, to Life Insurance and Long-Term Care Insurance, we will help you make the most of your financial dreams.
Social Security Benefits
Deciding when to begin taking your social security retirement benefits can be difficult, as there are many factors to consider.
McCurdy & Andrew Investments serves our clients with access to thriving investment opportunities through a proactive approach to their personal financial situation.
Our client-first, seven-step “Proven Process” approach allows us to understand your financial situation and provide you with the highest level of quality information and products to help you reach your goals.
You can trust that the McCurdy & Andrew Investments team is committed to delivering the highest standards of integrity and professionalism.
