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

Robin Collins Simply the best!

Dave Muz Ive had a great experience working with Sam Bloomberg for the last few years. Hes both knowledgeable and proactive when it comes to handling my complicated financial situation. I appreciate his willingness to seek out deductions that support my business goals and support my long term growth. Thanks Sam for all the support!

Indy Jones Dave and The Insurance Place Agency team provide customer service that is second to none! We have auto, home, and business insurance through them and are extremely happy. We would highly recommend them to anyone looking for insurance.

ALECIA KING Great friendly staff. Gave me exactly what I needed for auto and home insurance. Thanks Greg.

Gary Langton Despite a rocky start with MHVFCU where my customer service experience was less than stellar, Theresa Higgins took charge of the customer service issue to go above and beyond to resolve my issue. She went out of her way to stay with me while I confirmed my problem was resolved and even later followed up with me by calling me to ensure I hadnt experienced any further issues. Theresa is a credit union superstar who I give an A++ for customer service in this impersonal world of AI bots and AI-driven automated customer service engines that are more frustrating than intelligent! Kudos to Theresa and MHVFCU for their commitment to customer service.

Marcia Alvarado Very helpful staff. They always do what ever they can to make sure any issues are solved.

Holly Reilly We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.