Curtin Financial Services is a client-focused financial advisory and insurance practice with locations on Nantucket Island, MA and Peterborough, NH. Curtin Financial Services offers an unparalleled ability to understand your needs and concerns and works directly with you to help accomplish your goals. Curtin Financial Services believes that educating our clients on matters such as personal finance and the factors involved in making sound financial decisions, also contributes in large part to our client’s success over time. Curtin Financial Services incorporates a client centered consultative approach to financial planning, and one that is process driven rather than product driven.
We feel that we work for you. By listening closely to our clients, we deliver the highest level of service and knowledge based advice in areas such as investments, IRA’s and retirement, college planning, asset protection, income distribution and estate planning. Being focused on our clients enables us to more accurately develop a comprehensive plan tailored to your specific needs as an individual, business, or family.
Nantucket: 508-228-2555
Peterborough: 603-924-1397