curran financial services
planning your financial future with experience and care, serving the bay area since 1985

Curran Financial Services provides financial planning, investments, and insurance to help guide individuals, families and small businesses with planning for the future.

  • Comprehensive Financial Planning
  • Retirement Planning
  • Transition Planning (divorce/death of a spouse or job change)
  • Investment Advisory & Management
  • Mutual Funds
  • Stocks & Bonds
  • Real Estate & Mortgages
  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Estate Planning
  • Education/College Planning