Financial Planning

We will meet to identify and discuss your financial goals. They may include some or all of the following: adequate retirement, education of children, efficient and effective transfer of estates, purchase of residence, vacation, or investment review.

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Investment Management

Investment management services will be customized to your needs. Performance reporting is provided with investment management services.

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Currey Financial Consulting, LLC   |   810 Caroline Lane   |   Edgewater, MD 21037   |    410-956-0655

IMPORTANT CONSUMER DISCLOSURE