Strong, smart women working together.
"Go see Marianna, she'll take care of you." These are the words that started it all, leading so many of our clients to us over the years. Through friends and family members, colleagues and neighbors, we have built CURO on those very words - taking care of our clients' needs - and that is the most important aspect of our business.
We’re not your commonplace financial planning firm. You won’t find stuffy shirts and boxy briefcases here. We are a team of strong, smart women, engaging and driving forward in a male-dominated industry. We are mothers and daughters striving to make an impact in our community, to better the lives of women and families through financial awareness and empowerment.
When our founder, Marianna Goldenberg decided to branch out from the corporate foundation she began her career on, she knew she wanted to put emphasis on what made her stand out from others in the finance industry. Being both an immigrant and a woman, she knew those two factors alone made her perspective and approach unique, but she wanted the focus to be on what she could do for her clients, rather than her own merits. Marianna fought for every step forward she achieved throughout her career, and that drive continues as she advocates for our clients, reciprocating that same ambition to serve your needs. CURO, the Latin word for “to take care," made perfect sense, and in June of 2014, CURO Wealth Management was founded with more than 20 years of industry experience.
Not long after CURO opened its doors, Danielle Finnerty joined CURO to address the growing needs of the firm, as we progressed from the Marianna's core clients, to planning and strategizing for many multi-generational families, and women seeking financial independence. We soon recognized a need amongst our clients, as well as in the community, for financial planning and guidance also suited to the diverse and growing demographic of up & coming professionals seeking assistance preparing for their futures. As an expert resource for our younger clients and Associate Financial Advisor, Danielle was the best person to lead this direction of CURO, developing a unique service to address the specific financial challenges encountered in the early years of developing a career and growing one's savings.
Over the years, our clients have continued to amaze us with their success and the accomplishment of their dreams. As our Client Services Manager, Samantha Logue plays an integral role in helping make that possible, taking our clients through every step in the process, maintaining documents and communication through every stage, answering questions and providing exceptional service to address the individual needs for every client. Sam is the first point of contact, keeping our team connected and abreast of any details necessary to ensure our clients continue to thrive.
Earlier this year, Dana Caro, joined us as Marketing Manager, to fulfill a need on our team, propel our growth, and to help us convey our message of empowerment and support for women and families in our community, by coordinating unique collaborations with non-profit groups and through the development of our online and social presence. If you haven't done so yet, find us on Facebook, so you can stay up-to-date with the exciting new projects on the horizon.
The cornerstone of our success can be conveyed in three simple, but important practices of our firm: family comes first – be independent – help others. These formulas for business and life are rooted in CURO’s foundation and are echoed in every decision we make as a team and with our clients, helping you to achieve your goals and fulfill your dreams for the future, be that a college savings plan for your children, preparing a nest egg for future retirement, or something fun like the aspiration of climbing Mount Kilimanjaro or building your dream home along the shore. We've done it all and we have the Dream Wall to prove it! More importantly, our clients know that we sincerely mean it when we say, “We’re in this together.” It's a catchphrase that not only applies to our clients, but also to each other.