Founded in 2005 by Craig A. Currey, Currey Financial Services is a financial advisory practice based in Ormond Beach, Florida. The firm specializes in creating customized financial programs and strategies for individuals and families. Their process involves a step-by-step approach to help clients make informed financial decisions. Key services include investment management, retirement strategies, estate conservation, tax management, and providing insurance and annuity products, with securities and advisory services offered through LPL Financial.

Founded in

New Zealand