CURO Wealth Management

CURO Wealth Management

Financial Services 1705 Newtown-langhorne Road 5 employees
Employees
5
Contacts
1
Emails
1
Phones
1

CURO Wealth Management Overview

Headquarters
1705 Newtown-langhorne Road
Phone Number
Available in AeroLeads
Website
curowm.com
Industry
Financial Services
Employees
5
Founded
2014
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About CURO Wealth Management

Feel empowered to reach your financial dreams and live your best life. We can help you get there. Where will your dreams take you? The balance of work, family and finances can be daunting to manage on your own. If you didn't have to worry about your money, you could focus on living your best life. At CURO, we live by our name and “take care” of your financial needs at every stage of your life. We understand the challenges you face and can help you to be poised for the future you’ve always imagined, for you, your family and the next generation.We are not just financial advisors, but we are also your advocates, working for you and with you, to empower you with a financial awareness that you can carry forward, making smarter choices, now and for your future. Retirement goals, saving for your children's education, or tomorrow's aspirations, wealth management means more to us than balancing numbers and healthy returns. It's about bettering the lives of our clients and their families, helping you reach your financial goals. Let us help you curate a wealthy life, rich with all the experiences and joy you've imagined. This communication strictly intended for individuals residing in the states of CA, CT, DC, DE, FL, GA, IN, LA, MD, NC, NJ, NY, PA, SC, TN, TX, UT, & VA . No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network® member https://www.FINRA.org/https://www.SIPC.org a Registered Investment Advisor. www.commonwealth.com/termsofuse.html

CURO Wealth Management Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

CURO Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Leslie (Refice) Tritschler Curo Wealth Management
View
Marianna Goldenberg, Cdfa™ Founder & CEO ✦ Financial Advisor ✦
Email Phone
Taylor Ann Mitchell Client Services Associate
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Employees by Management Level

Executive 2 profiles
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1

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