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Patricia L. Currey, CFP®

Currey Financial Consulting, LLC

810 Caroline Lane
Edgewater, MD 21037
Phone: (410) 956-0655
Fax: (410) 956-0660

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.