Wall of 💜

“It is the most caring team of professionals I have ever dealt with! Very knowledgeable, resourceful and always ready to help.”

CURO has been around for more than twenty years

We've been lucky enough to serve multitudes of people in different walks of life, going through different stages. Here are some stories we want to share with you so you really get a feel of what it's like to partner with us.

Balancing motherhood, caregiving, and her own financial future.

This is Taylor’s story.

  • There are times in life, when we feel like we have failed. However, we all know that success is only achievable after a series of failures and setbacks. It took Taylor a few years to realize the relationship between failures and success, and she has grown to be resilient in the process. Taylor is a 33-year-old single mom and mighty proud of it! Her son, Luke, is 13 years old now and she is trying to teach him the importance of family and hard work. Taylor had no idea what she wanted to do in high school, she enrolled in college as an “Undecided” and dropped out the next year–she felt utterly lost. After having Luke, her parents took over babysitting. She took a full-time administrative assistant job and took night classes at the local community college.


    Now, she is the marketing manager at an international household items company. Unfortunately, her once healthy and active mother is dealing with dementia and her father recently had knee replacements. Taylor did not feel safe leaving them in their home or in a nursing home. Her parents showed up at her door one day, and a month later Taylor showed up at ours. She was worried about being able to juggle work, Luke, and her parents.


    Can I afford to take my parents in and continue to save for my needs and Luke’s?


    My parents have long-term-care insurance and life insurance. They have been diagnosed with dementia this year. Should I be doing something to get money to fund their medical needs?


    I have put some money aside in a savings account at the bank. Can I put the money somewhere else to help me grow my money?


    My parents have an outdated will. How can we address this now? Especially since their health is declining. I have a generous 401(k) match at work. Is there a way you can help me with my investments and a way you can help me budget to take full advantage of the plan?


    We were able to help Taylor because she came to us with enthusiasm and was driven to make the best future for her son, her parents, and herself. When people are going through some tough personal times, we always want to be there for them. Taylor was happy that we were able to keep her “financial fogginess” at bay. This confidence allowed her to focus on her priorities: making the best future for Luke and creating a relaxing atmosphere for her parents.

Trying to make sense of retirement, taxes, benefits, and what comes next as a couple.

Meet Betty and Sheila.

  • Love is all you need... At our second meeting, Betty and Sheila told us this is their favorite song and the reason they chose to get married a year ago. After being together for fifteen years, Betty and Sheila felt they had the right to be married, just like a husband and wife. Sheila was an operations manager at a large hotel chain where she worked for thirty five years, but is now happily retired and enjoys golfing as much as possible. Betty is working part time at a craft store and has worked on and off at advertising agencies most of her life. She has an abundance of money accumulated in her 401(k) and works for the love of working; she is a saver. She keeps Sheila’s spending at bay and has helped her budget as long as they have been together. Betty is in her late fifties and Sheila is in her early sixties. They came to CURO with questions about retirement and if their accumulated assets could last them for the rest of their lives.


    Sheila is at social security age. Can she begin taking any payments? How do we go about this process?


    Are there any ways we can save on taxes? We haven’t filed our taxes yet this year and we are not sure what to do now that we are married.


    Sheila has a small pension from her previous employer. We also have some IRAs and 401(k)s. Will these, along with all we have saved be enough to support us (and Sheila’s golfing habit or maybe a couple of vacations) for the rest of our lives?


    Our nieces and nephews are close to college age. Can we afford to contribute any money for their education? If not, should we set up a trust for them for after we pass?


    We are currently living in a home that is only under Sheila’s name. Can we somehow get the property on both of our names? Should we; what are the benefits?


    After discussing what Sheila and Betty want with their retirement, we discussed the best options for them. Because of Betty’s proactive approach to saving, she and Sheila did not have to return to work full time, but Sheila decided to take a part-time job as a golf director at the country club. We helped them create a budgeting plan for the next thirty years and discussed the tax advantages that they were concerned about. We also helped them reallocate their assets for this stage in their lives. Assured in their finances, Sheila and Betty are excited to make a small trip to the sporting goods store, home decoration department store, and plan a little weekend getaway. They are not sure yet, but are grateful that they have options and answers!

The preceding are for illustrative purposes only. Actual performance and results will vary. These do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted.

Celebrating the dreams, goals, and milestones that make financial planning personal

Every one of us brings different hopes, priorities, and dreams to the table. It's our mission to help you reach your personal goals through financial planning. These stories are only a glimpse of the dreams thoughtful planning can help make possible. Stop by our office to see the Dream Wall and celebrate the dreams our clients have brought to life.

  • "Communication was top-notch and the final outcome was even better than we imagined."

  • I am in Europe! Big tour with my girls!

  • "I always wanted to get up close to an elephant!"

  • "Touring Venice with my girls...my dreams did not have to change!"

  • Driven to inspire a lasting legacy.

  • After my divorce, I conquered Mt Kilimanjaro!

  • "Visiting Mount Olives in Jerusalem...a dream come true!"

  • "I dreamed of an Africa adventure and experienced more than I could have imagined!"

  • "Thinking of memories made with friends...those memories become treasures!" When you think of Memories you've made with Friends .... Those memories become Treasures

  • "I dreamed of creating my own Dragon Boat Club!"

  • "Returning to our native country Belize, was always our dream!"

  • "Oh, Portugal, Portugal, Portugal! The view from my vacation home."

  • "My happy place, my own home in Utah, after 42 years of marriage."

  • "The joy of grandchildren!"

  • My new ride to the adventures retirement will bring

  • "A magical land..."

  • 4 generations together on the same beautiful beach

  • "Traveling to China"

  • "Traveling with my children"

  • Enjoying retirement with a pint of Guinness!

  • Life is better in Belize!

In their words: Hear from the clients who inspire our work

Working with a financial planner is personal, and every client’s experience looks a little different. These reflections represent real feedback from clients we’ve had the privilege to guide and support throughout their financial planning journey. But don’t just take their word for it. Talk with us to see what working together could look like for you.

  • Janice B., Yardley, PA, Feb 2004

    “Marianna and her staff were instrumental in helping me get my finances in order after my divorce. They were always available when I had questions and made the transition go seamlessly during a very stressful time in my life. Being a client at CURO is like being a part of a caring family.

    I can relax knowing they are working in my best interest to ensure I have a financially sound future.”

  • Christine L., Glen Mills, PA, Aug 2023

    “I have been a client of Marianna Goldenberg's for 25 plus years and have trusted her with my life in so many words. Marianna was always there when I went through really bad times and when I didn't know if I could safely retire to take care of my aging mother and still feel secure in the knowledge that my portfolio was in excellent hands. Working and caregiving wasn't easy and there were many times when I would contact Marianna to go through my financials and she would always say I would be OK and I was.

    Marianna is not just my financial advisor but I feel has always been my friend and would NEVER steer me wrong. I have always told her, I TRUST YOU and still tell her that to this day. Marianna and the CURO group are awesome. If you call them for any reason, they help or get back with you as soon as they find the answer to your questions or point you in the right direction. I truly feel they are the best!!!”

  • Lisa C., Williamsburg, VA, March 2024

    “At the start of my divorce and talking about the joint net worth; my attorney discussed using a financial advisor for assurance of equitable distribution. Upon meeting Marianna, we discussed the importance of searching for all assets. She shared her new business deviation was helping women going through divorce. Her quote “Once you sign the divorce papers, I cannot help with money distribution”. The first suggestion was a forensic accounting of our joint accounts. Needing to find any discrepancy in our finances was essential. We thoroughly reviewed my joint assets.Divorce is stressful for everyone.I shared that I had been diagnosed with Multiple Sclerosis and stress is harmful. During he divorce process we formed a strong friendship. Having to bear my soul and a strong trust is mandatory. My husband managed all the finances. I became the wife I promised myself I would never become. I had to learn about paying bills, banking, and investing. Marianna spent so much time educating me to be independent. She never became intolerant or frustrated. I could not have become an independent woman on my own. I feel so fortunate to have Marianna in my corner.I am no longer intimidated with handling my life. I have created a new saying about my divorce.

    I married well but divorced better. I continue a wonderful friendship and financial relationship with CURO.”

  • Marie G. Richboro, PA, May 2024

    “We’ve been with Marianna for over 25 years. She is always attentive to our needs. Marianna gives us her advice but always listens to our concerns and opinions.”

  • Diane D. Bernardsville, NJ, Jan 2026

    "Marianna and I have established a respectful and shared decision-making relationship. This has results in a successful financial life plan. Before any decisions are made, proposals by either party are researched and discussed. Marianna has the ability to understand my financial objectives and the level of risk that I'm willing to take. Marianna's expertise and life experience truly qualifies her as an exceptional financial advisor!"

  • Elizabeth H., Newtown PA, October 2025

    “Marianna Goldenberg has been our financial advisor and friend for more than two decades. She is wicked smart with the knowledge of her profession, to advise us for a secure retirement and lifestyle. Marianna takes patience and time in annual review meetings to understand our concerns, family needs and goals. We always come away feeling understood, more knowledgeable and confident our investments are in excellent qualified hands. She also has a wealth of contacts from a broad spectrum of services, which we have drawn from successfully on many occasions. We owe a great deal of gratitude for the advice Marianna gave us early in my husband’s retirement, which has afforded us a comfortable life. Marianna and her staff are attentive and are always responsive to our requests and/or questions. Thank you, so much, Marianna!!!”

  • Julia K., Richboro, PA, 2025

    "I've had an excellent experience working with CURO Wealth Management. Their team is so knowledgeable, professional, and truly dedicated to helping clients achieve their financial goals. They always take the time to understand my unique situation and provide clear, personalized advice that made me feel confident about my financial future.

    Communication is always timely and thorough, and I never felt rushed or pressured into making decisions. Whether it was investment planning, retirement advice, or just day-to-day financial guidance, they consistently went above and beyond. I highly recommend CURO Wealth Management to anyone looking for a trustworthy and experienced financial partner. Their expertise and integrity set them apart."

  • Kacey M., Thousand Oaks, CA, May 2025

    “I have been working with Marianna and her team at Curo for nearly 10 years and I could not be happier. I came to her without a good understanding of how to get my financial ducks in a row and build wealth. Marianna has supported me as I’ve created financial goals and achieved them. I’ve recommended her to countless friends - she listens, she cares - you aren’t just a number with this team, and it shows.”

  • Lisa M., Langhorne, PA, July 2025

    “CURO Wealth Management is kind, professional & incredibly helpful. I don’t have a background in stocks or investing , but they always take the time to explain things in a way that’s easy to understand . They’re organized & attentive , which makes the whole experience feel smooth & stress free . The office has such a friendly , welcoming atmosphere - you can tell they genuinely care about the ppl they work with.”

  • Linda M., Nokomis, FL, August 2025

    “The best financial consultants around. Professional and brilliant.”

  • Rebecca K., Cedar City, UT, July 2025

    “CURO Wealth Management has made a huge difference in my life. When I first met Marianna and her team I was in the middle of a divorce and was clueless about how to manage my investments. With Marianna’s help over the past 15 years I have been able to build my dream house in Utah, travel to Europe and enjoy my life in retirement without financial worries. I encourage anyone who is looking for financial guidance to put your trust in the excellent team at CURO!”

  • Shiela W., Furlong, PA, July 2025

    “Marianna was instrumental in helping me build a strong portfolio. She is accessible, responsive and knowledgeable!! I have enjoyed working with her over the years.”

  • Yhanna B. West Orange, NJ, January 2026

    “It is the most caring team of professionals I ever dealt with! Very knowledgeable, resourceful and ALWAYS ready to help.”

These statements were provided by clients. They may not be representative of the experience of others and are not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.