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Curran Wealth Management

Curran Wealth Management

30 S Pearl St Ste 902, Albany (NY), 12207, United States

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Work hours
MO 08:30 – 17:00 SA closed
TU 08:30 – 17:00 SU closed
WE 08:30 – 17:00
TH 08:30 – 17:00
FR 08:30 – 17:00
About For 40 years, Curran Investment Management has helped clients achieve financial security with our personalized approach to wealth management, accumulation and preservation. We refer to our investment management services as Defining Quality.®
Curran Wealth Management cover
Mission Curran Investment Management is a knowledgeable, results-oriented team of professionals dedicated to meeting its clients’ investment needs.

Our traditional, common-sense approach to successful investing, combined with superior client service, provides our clients with attractive portfolio returns and the personalized attention they need and deserve.

We believe in developing and maintaining long-term client relationships based on trust and frequent communication.
Description Curran believes in the traditional, time-tested buy-and-hold approach. We are long-term investors committed to identifying superior companies that we can own for long periods of time.

The foundation for Curran Investment Management is based on over 30 years of providing tailored investment solutions to meet clients’ needs.

Thomas Curran, Chief Executive Officer of Curran Investment Management began his career at First Albany Corporation, where he spent 24 years. As Senior Vice President and part of First Albany Corporation’s Private Client Group, Tom formed “The Curran Group” in 1996 to provide his clients with discretionary investment management services paired with a strong commitment personal service. We began our monthly newsletter, “Curran Views,” to communicate our investment philosophy and belief in owning high quality companies for the long-term.

In 2000, First Albany Corporation sold its Private Client Group to First Union Securities. As part of First Union Securities and later through the merger with Wachovia Securities, we continued to build a diverse client base and introduce our investment management services to individual and institutional clients.

In November 2004, Tom and his team of eleven investment professionals left Wachovia Securities and formed Curran Investment Management, a limited liability company and federally registered investment advisor.

All of us at Curran Investment Management are excited by the opportunity to build our own firm, one based on a culture of excellence and a commitment to providing competitive investment management services with the highest level of personal service and attention.

Our wealth management services are client-driven and dynamic. We work together to develop a thorough understanding of your needs and to create a strategic plan which is designed to meet your goals. Our sound investment management provides the discipline necessary to achieve your long-term objectives.

We focus on treating each clien
Awards Welcome to the Curran Investment Management’s Facebook page. We are pleased to be able to be on Facebook. Please keep in mind; we are part of a highly regulated industry with strict rules and regulations. Therefore, if we do not reply back to comments, engage in dialogue, remove fans, comments or posts because they are inaccurate or don’t meet certain requirements, it could be for a variety of reasons. We will do any of these in our sole discretion, do not take it personally we are just going by the rules

Always keep in mind:

1. Remain on topic- we ask to please stay on topic and keep your comments relevant for the purpose of our Fan Page
2. Please avoid- specific mentions about investment advice or specific investments securities, or trading strategies
3. Be respectful and clean, we will remove posts that contain profanity or defamatory, offensive unlawful or abusive posts
4. Our facebook page is for information purposes only, we provide information, not advice
5. We can not provide Customer service or enable transactions through our fan page.
6. If you are a Curran client, please do not post personal, account or transaction information anywhere on our Fan Page. We can not process any account-related transactions. Please contact your Relationship Manager at Curran Investment Management at 518-391-4200 866-432-1246 if you have specific questions about your account, we can not answer them anywhere on our page.

The material on this website has been prepared by Curran Investment Management, a federally registered investment advisor. Not all securities or investment strategies discussed herein may be suitable for your risk tolerance.
Any overviews herein are intended to be general in nature and for current interest. These overviews are not are not a substitute for professional tax or legal advice. The securities, information and opinions within are for informational purposes only and do not constitute an offer to buy or sell any security. Information and
Founded August 2004
Products Disclaimer:
“Likes” should not be considered a positive reflection of the investment advisory services offered by Curran Investment Management. Visitors to this page must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of Curran Investment Management.

Curran Investment Management is not affiliated with Facebook, Inc. or the Facebook, Inc. service. Content posted by third-parties on this site remains the responsibility of the party posting the content and is not adopted or endorsed by Curran Investment Management or represent Curran Investment Management viewpoints. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. Curran Investment Management does not endorse or adopt any content on a third party site that may be linked to from this page. You should also be aware that if you have a business relationship with Curran Investment Management or a beneficial interest in making a comment on the site, you may have an obligation to disclose that relationship in your post.

Content posted on this page should not be considered a recommendation or personalized investment advice. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results.

Third party marks appearing herein are the property of their respective owners.

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  • 30 S Pearl St Ste 902, Albany (NY), 12207, United States
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