Dennis A. McCurdy,  CFP<sup>&reg;</sup> - Financial Advisor

Dennis A. McCurdy, CFP®

McCurdy Investments, LLC

212 Main St, PO Box 531
Sturbridge, MA 01566
FINANCIAL ADVISOR'S WEBSITE
(508) 347-8107

General

Dennis McCurdy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McCurdy Investments, LLC in Sturbridge, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households

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