Phillip Curoe, ChFC®, CLU®, CWS®, CASL®
Wealth Management Advisor
Since 1995, I have been helping people like you pursue their financial goals. I have a passion for building relationships with my clients and believe that it’s my responsibility to educate you, make managing your finances as easy as possible, and help you pursue financial confidence, whatever that means to you.
As your financial advisor, I will bring you a holistic approach to your wealth management needs. I will work in partnership with you to truly understand your financial situation and develop personalized strategies to help you pursue financial confidence.
When I’m not in the office, I invest much of my time as an active member of my local community and staying involved with my church. I also enjoy golfing, tennis, and traveling with my family.