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Wealth Strategies

At Curvin Wealth Solutions, we believe in establishing systematic savings goals and programs to help build and strengthen your financial fortress.

Here is a list of some of the wealth strategies we can implement:

  • Retirement plans, such as 403(b), 457(b), and 401(k)
  • SUNY Optional Retirement Plan (ORP)
  • Pension transfers and rollovers
  • IRA consolidation and rollovers
  • Lump Sum Pension Distribution
  • Investment strategies
  • Mutual funds
  • Fixed and variable annuities