Curley Wealth Management &Partners jobs and careers

About Curley Wealth Management &Partners

Straightforward advice. Genuine relationships. Founded in 1991 and based in Oneonta, New York, our practice has grown from serving local families to supporting clients across the country. Our team takes a listening first approach, crafting strategies built around diversification, cost management, and tax efficiency. We know our clients well, and have been doing this long enough to understand that the best financial plans should be the ones that fit real life. Whether you’re planning for retirement, managing a transition, or building long-term wealth, we help you see your options clearly and choose a path forward that makes sense. Visit www.curleywm.com to learn more. -- Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC. Please review our social media guidelines here: https://www.andpartners.com/social-media-guidelines/