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We prioritize health and safety. Our COVID protocol includes both remote and socially distant meeting options.
Empowerment Through Financial Planning and Investing
Our comprehensive process and approach provide a solid foundation for financial planning and investment management. Education is a cornerstone of our practice; we help our clients understand the intention behind their investments. Our goals are to reduce anxiety, build trust, and provide clarity through a financial plan so it is easier to make decisions and stay on track.
Contact us to start a private conversation about your financial aspirations.
Karen Curran, MBA, CFP®
Molly Keegan, CPA
Supporting the Arts
Our office in a beautiful, renovated 1903 farmhouse in Hadley, Massachusetts, includes a gallery where rotating exhibits of paintings, tapestries, photographs, and other inspirational innovations created by local artists are displayed.
Recently on display was a collection of abstract landscapes by painter Joanne Holtje. We invite you to take a moment to enjoy this delightful exhibit virtually.
Investing in Community
Investment in our community is a source of joy and pride for us. Individually and as a firm, we are committed to helping our community thrive, serving as local volunteers, board members, and non-profit and event sponsors.
The Northampton-based Valley Jazz Voices is the largest community jazz ensemble in Western Massachusetts, supported in part by local sponsors like Curran & Keegan Financial, valley cultural council grants, and the Massachusetts Cultural Council. With 30 members often joined by acclaimed jazz artists, the group delights audiences, performing a remarkable mix of jazz standards, Brazilian, swing, and bop.