Paul Curry

Paul Curry Email and Phone Number

Tax Accountant, AFSP, Enrolled Agent & Financial Advisor @
Paul Curry's Location
Columbus, Ohio, United States, United States
Paul Curry's Contact Details

Paul Curry work email

Paul Curry personal email

Paul Curry phone numbers

About Paul Curry

Experienced Income Tax Practitioner for Small Business, Non-Profit & Personal Income return preparation & planning. Enrolled Agent licensed to practice before the IRS. Accountant with significant Small Business experience producing Financial Statements as well as Planning to Optimize tax benefits of LLC’s and S-Corps. Licensed Life, Health, Annuity and Disability agent (Multi-States) for Individuals and Groups.Quickbooks ProAdvisor, and Small Business Start-up advisor. Volunteers to educate startup business owners about Entity and Tax issues.Passionate about Financial Literacy, especially for youth and have volunteered time to teach school-age children about Origins of Money, Spending & Saving, Assets & Liabilities, Money Goals, IOU's (Borrowing), and Banking.

Paul Curry's Current Company Details
Marshall Financial Group, LLC of Ohio

Marshall Financial Group, Llc Of Ohio

Tax Accountant, AFSP, Enrolled Agent & Financial Advisor
Paul Curry Work Experience Details
  • Marshall Financial Group, Llc Of Ohio
    Ceo
    Marshall Financial Group, Llc Of Ohio Jun 2006 - Present
    Independent Financial Planning services for Individuals and Businesses. Investments, Insurance, Retirement planning, Estate and Tax Advisory services. Licensed in 8 states for Life & Health Insurance, IAR (Investment Advisor Representative) designation. Obtained IRS AFSP designation for Professional Income Tax preparation. Provide QuickBooks accounting services for Small Business clients.
  • Hardiman Investment Management Inc.
    Iar
    Hardiman Investment Management Inc. Oct 2014 - Dec 2021
    I assisted my individual and business clients to develop investment and financial plans, implement and review those plans, and monitor their investment portfolios. I provided recommendations that were suitable and custom-made for them, providing full and fair disclosure of all relevant facts, including potential conflicts of interest. I utilize several independent money management platforms to achieve results for my clients while controlling management fee costs for them.
  • Woodbury Financial
    Investment Advisor Representative
    Woodbury Financial Aug 2007 - Sep 2010
    I assisted my individual and business clients to develop investment and financial plans, implement and review those plans, and monitor their investment portfolios. I provided recommendations that were suitable and custom-made for them, providing full and fair disclosure of all relevant facts, including potential conflicts of interest.
  • New York Life
    Registered Representative
    New York Life Oct 1992 - Feb 2006
    New York, New York, Us
    Marketing, Planning & Client service for Life Insurance, Annuity, Mutual Fund & Long-Term Care products.
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Paul Curry Skills

Fixed Annuities Retirement Insurance Estate Planning Life Insurance Financial Advisory Disability Insurance Individual Pension Plans 401k Rollovers Supplemental Health Insurance Tax Accounting Tax Advisory Tax Returns Quickbooks Small Business Tax Small Business Health Insurance Tax Investments Term Life Insurance Income Tax Finance Financial Services Banking Financial Planners Long Term Care 401k Mutual Funds Securities Wealth Management Strategic Financial Planning Alternative Investments Iras Pensions Corporate Tax Universal Life Whole Life Asset Allocation Wealth Employee Benefits Series 6 Portfolio Management Asset Management Financial Planning Retirement Planning

Paul Curry Education Details

  • Ohio Wesleyan University
    Ohio Wesleyan University
    Business Management
  • Westbury H.S.
    Westbury H.S.
  • Franklin University
    Franklin University

Frequently Asked Questions about Paul Curry

What company does Paul Curry work for?

Paul Curry works for Marshall Financial Group, Llc Of Ohio

What is Paul Curry's role at the current company?

Paul Curry's current role is Tax Accountant, AFSP, Enrolled Agent & Financial Advisor.

What is Paul Curry's email address?

Paul Curry's email address is pa****@****al1.com

What is Paul Curry's direct phone number?

Paul Curry's direct phone number is +161423*****

What schools did Paul Curry attend?

Paul Curry attended Ohio Wesleyan University, Westbury H.s., Franklin University.

What are some of Paul Curry's interests?

Paul Curry has interest in Children, Economic Empowerment, Environment, Education, Photography, Sports, Running, Aprender Espanol, Animal Welfare, Travel.

What skills is Paul Curry known for?

Paul Curry has skills like Fixed Annuities, Retirement, Insurance, Estate Planning, Life Insurance, Financial Advisory, Disability Insurance, Individual Pension Plans, 401k Rollovers, Supplemental Health Insurance, Tax Accounting, Tax Advisory.

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