Curran Financial Partners

Q: What is Curran Financial Partners's company size?

Curran financial partners has 11 - 50 people working.

Financial Services

Specialities :

Retirement planning

Comprehensive financial planning

Investment management

Retirement income management

Women's finances

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

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 its 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

Contact Information

Charleston , South Carolina , United States

xxxx@retireyall.com

retireyall.com

Curran Financial Partners Org Chart

Employees

Total Employees:
13

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others14

Employees Working At Curran Financial Partners

Colin Stewart

Director Of Client Services

Nicki Boone

Client Services

Chris McQuade

Financial Advisor

Brittney Gigante

Digital Marketing Coordinator

Joe Iafelice

Trader

Curran Financial Partners Email Formats

Structure	Email Format
<first>@	John@brynner.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Charleston, SC	customer service, communication, staffing, database, financial, security, k, client service
Application Development	Charleston, South Carolina Metropolitan Area	communication, staffing, database, financial, security, k, client service
Build & Release	Charleston, SC	customer service, communication, staffing, database, financial, security, k, client service
Build & Release	Charleston, South Carolina Metropolitan Area	communication, staffing, database, financial, security, k, client service
CRM Implementation	Charleston, SC	customer service, communication, staffing, database, financial, security, k, client service

Trigger

intent

Curran Financial Partners looking to hire in Application Development in Charleston, South Carolina Metropolitan Area

intent Sep 12, 2024 Sep 12, 2024

intent

Curran Financial Partners looking to hire in Build & Release in Charleston, South Carolina Metropolitan Area

intent Sep 12, 2024 Sep 12, 2024

intent

Curran Financial Partners looking to hire in CRM Implementation in Charleston, South Carolina Metropolitan Area

intent Sep 12, 2024 Sep 12, 2024

Tech Stack Used By Curran Financial Partners

A quick view of products employed by Curran Financial Partners

Outlook

Salesforce

List of technologies used by Curran Financial Partners

Client service

Communication

Customer service

Database

Financial

Languages Used By Curran Financial Partners