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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Leslie (Refice) Tritschler | Curo Wealth Management | Greater Philadelphia, United States |
View
|
| Marianna Goldenberg, Cdfa™ | Founder & CEO ✦ Financial Advisor ✦ | Greater Philadelphia, United States |
Email
Phone
|
| Taylor Ann Mitchell | Client Services Associate |
View
|
Employees by Management Level
Executive
2 profiles
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 1 |
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