The Curry Financial Group, Inc. specializes in comprehensive financial planning, investment management, and tax planning strategies to help clients achieve the retirement they have always dreamed of. They provide personalized services including cash management, tax planning, estate planning, retirement planning, and insurance strategies.
The firm is committed to integrity, kindness, community involvement, and dedication to client success. They serve clients in Huntington, NY, across Long Island, and virtually nationwide, addressing key financial questions such as retirement readiness, investment adequacy, tax efficiency, insurance needs, and business financial strategies.
CFP® Professionals
Comprehensive Financial Planning
Investment Management
Insurance Strategies
Community Involvement
Services
Comprehensive Financial Planning
Helping you with cash management, tax planning, estate planning, and retirement planning. We integrate this into your custom-made retirement roadmap.
Managing your investments based on your goals, risk tolerance, and time horizon. We have access to professional money managers to help you reach your financial goals.
Helping you review and implement life insurance, long-term care insurance, and disability income insurance.
Life InsuranceLong-Term Care InsuranceDisability Income InsuranceCarrier Shopping
Credentials & Certifications
CFP®
ChFC®
CLU®
Reviews
Rating
5
★★★★★
Reviews
11
"Matt is exactly what I hoped for in a financial advisor;"
Frequently Asked Questions
Do I have enough to retire? +
We assess your current savings, investment performance, and retirement goals to determine if you are on track.
How do I live off my money in retirement? +
We create a detailed retirement income strategy, including Social Security maximization, estate plan review, Medicare and healthcare guidance, and tax strategies.
Is my money invested properly? +
We review your current investments to ensure they align with your goals, risk tolerance, and timeline.
Do I have all the insurance I need? +
We evaluate your existing coverage and recommend the right life, long-term care, and disability insurance policies.
What financial strategies can I use for my business? +
We help business owners determine the best retirement plans, tax strategies, and investment approaches for their specific situation.
Can I sell my business and retire? +
We assess your business’s value, tax implications, and retirement readiness to create a plan for a successful transition.
Contact Curry Financial Group, Inc. - Matthew Curry, CFP®, ChFC®, CLU®
Curry Financial Group, Inc. - Matthew Curry, CFP®, ChFC®, CLU®
5.0
