Curran Wealth Management and Curran Investment Management - Albany (NY)

Anthony LoConte My wife and I have been working with Bill Matteson at Upstate Wealth Consulting for all of our insurance and retirement needs. It has been a pleasure working with him and his team. They are extremely professional, knowledgeable and very friendly. Anytime we need any information or need to talk they are always very helpful no mater how many times I call them. Thank you for everything.

Rose K Amazing! Kind and patient staff while we were using the food pantry for the first time!

Roxanna Hamilton Tim does a fantastic job. He is thorough, details and always in touch. He is transparent about all fees and always available if you have questions. Also, seems to do pretty well for us.

Avery Samuels Would take my business somewhere else very unorganized and unprofessional. Anyone else considering should look somewhere else

Jeffrey Zink A young teller helped me so much when there was fraudulent activity on my debit card, I believe her name was Melissa

Joseph Malcarne Great service, wonderful people to work with, and great financial counsel.