Justin McCurdy (CFP®)
Justin McCurdy focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Generation X
- High Net Worth Client Needs
- Middle Income Client Needs
- Millennials
- Business Owners
- Charitable Giving
- Generation X
- High Net Worth Client Needs
- Middle Income Client Needs
- Millennials
Additional Information
We’re proud to serve clients across the country, encompassing different age groups, income levels, and life experiences. From young professionals navigating their first career to retirees adjusting their financial perspective, our approach is tailored to meet the unique needs of each client. We understand that every client has their own unique financial goals and challenges, we are committed to providing personalized guidance that helps you bridge the gap from where you are to where you want to be.NAPFA Start Date
October 07, 2022
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no assurance that you will experience a certain level of results or satisfaction if you
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pay NAPFA a separate fee to appear on the list.