Services Our Team Curran Views Contact PANORAMA FIDELITY LOGIN WEALTH MANAGEMENT Quality financial planning based on individual client needs Retirement We work with you to consider how much money will be required in order to retire and maintain your desired life style. CONTACT US Estate Planning We follow your pace while remaining available to assist in the documentation needed to ensure your loved ones from financial burden. CONTACT US Tax Planning We work directly with HIPPO Tax Services to maximize a client’s understanding of their entire tax picture. CONTACT US Insurance Analysis & Review We educate and advise you to consider your risk tolerance and insurance needs in order to gain a better understanding of your present and future goals. CONTACT US Education Planning We help you start the conversation regarding early financial planning for your loved ones education, and further develop your needs within your risk tolerance. CONTACT US Private Wealth Managers Our Private Wealth Managers are dedicated to empowering your financial decisions and providing you a panoramic view of your financial future. MEET OUR PRIVATE WEALTH MANAGERS At Curran, we define quality through the synergy of our services. Connecting clients with trusted members in our community helps us ensure our clients are being taken care of at every stage of the wealth management process. Sign up for our newsletter Curran Views here: NAME EMAIL SEND PRIVACY POLICY CIM ADV PART 3 CIM ADV PART 2 - WRAP FEE CIM ADV PART 2 NO WRAP FEE ANNUAL GIPS DISCLOSURES GIPS CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKER CHECK Powered by Twenty Over Ten

Services Our Team Curran Views Contact PANORAMA FIDELITY LOGIN OUR SERVICES We recognize that planning is a process, not a product. The best financial advice is tailored to your specific needs. WEALTH MANAGEMENT If you're interesting in working with a Private Wealth Manager to achieve financial security through personalized wealth management please click "Wealth Management" to view our variety of services. INVESTMENT MANAGEMENT For institutional investors or consultants interested in institutional equity portfolios please click "Investment Management" to view our variety of services. HIPPO TAX SERVICES High net worth individuals Integrated tax strategies Personalized approach Professional expertise Optimal client experience. HIPPO Tax Services began January 1, 2017 when Founder, Thomas Curran re-evaluated the idea of “tax season”. With over 50 years in the investment business, Tom wanted to streamline investment strategies and tax strategies. Curran works with HIPPO Tax Services to ensure to create a panoramic view of one's financial future. Sign up for our newsletter Curran Views here: NAME EMAIL SEND PRIVACY POLICY CIM ADV PART 3 CIM ADV PART 2 - WRAP FEE CIM ADV PART 2 NO WRAP FEE ANNUAL GIPS DISCLOSURES GIPS CHECK THE BACKGROUND OF THIS FINANCIAL PROFESSIONAL ON FINRA'S BROKER CHECK Powered by Twenty Over Ten