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FinancialPlannerNY

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United States

Founded in

2018 (7 Years)

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Get to know FinancialPlannerNY

Financial Planner NY, LLC is a fee-only financial planning and wealth management firm founded by Thomas J. Curran, a Certified Financial Planner™ (CFP®). As a registered investment adviser, the company operates under a fiduciary standard, legally obligated to act in the best interests of its clients. Its services encompass holistic financial planning, investment management, retirement planning, tax strategies, and estate planning, primarily tailored to individuals and families in the New York area.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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