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Brian J. Kurrus CFP®

Brian J. Kurrus CFP®

Financial Advisor

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Working with families and small business owners, Brian’s mission is to provide his clients with a diverse range of wealth management solutions that will help:

Assist in investing toward their family’s future
Protect assets that have taken a lifetime to accumulate
Reduce potential income or estate tax exposure*
Create ownership succession strategies

Professional Credentials

CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Series 6, 7, 63, 65 Professionally Licensed
Life and Health Insurance Licensed