Testimonials

 

Bill Curry with Wealth Wisdom Group has been our financial advisor for over twenty years. We have been pleased and impressed by the service and attention we have received from the entire staff. Bill Curry listened to our wishes regarding our finances and then in a competent and professional way developed a plan which made sense for us and one which continues to evolve as circumstances change. Bill stays in touch with the latest developments in his field and is a forward thinker in giving advice. He provides options and is flexible in his approach. We are pleased with the results of his advice and are comfortable with the financial plan Bill has recommended for us. In addition he keeps us informed regularly on items of interest to us as we monitor our financial future and regularly meets with us to review our financial plan.

 

- Charles and Linda Reinhardt

 

Dear Mr. Curry,

The purpose of this letter is to express my appreciation for the fine services that you and your firm extended to me during our recent estate planning and investment strategy sessions. Your creativity, knowledge of issues, and sensitivity to our needs resulted in a comprehensive and well-balanced approach. My wife and I are very happy with the results of your efforts, and we will continue you to recommend you to others.

-The Chandlers

 

I have known Bill Curry since the early 1970's. He has been a reliable consultant for my planning needs. I admire his innovative approach to finding/developing financial products to meet the needs of his clients. He provides honest descriptions of products with proper detail and without high sales pressure. Bill stays immersed in the "financial world" and with the specific products he recommends and has always been readily available to answer any questions.

-Mr. Liberman

 

As a DIY investor I thought I knew a lot until I met Bill Curry. His knowledge level is unsurpassed in the financial services industry. His ability to recognize economic trends and pair them with the right investment approach has made all the difference for our family.  He  provided invaluable advice when we started our own business, and continues to educate us regarding our retirement savings objectives and our childrens' college savings vehicles. I heartily recommend Bill Curry as a Financial Advisor.

 

-The Alvords