Phill Curoe
TailorMade Wealth Management | Wealth Management Advisor
Specialties: Catholic Values Based Investing | Retirement Transition
Certifications or Designations: ChFC® (Chartered Financial Consultant®) | CLU | CWS
About Phill
Since 1995, I have been helping people like you pursue their financial goals. I have a passion for building relationships with my clients and believe that it’s my responsibility to educate you, make managing your finances as easy as possible, and help you pursue financial confidence, whatever that means to you.
As your financial advisor, I will bring you a holistic approach to your wealth management needs. I will work in partnership with you to truly understand your financial situation and develop personalized strategies to help you pursue financial confidence.
When I’m not in the office, I invest much of my time as an active member of my local community and staying involved with St. Peter's parish in Mendota. I also enjoy golfing, tennis, and traveling with my family.
Registered Representative offering securities and advisory services through Cetera Wealth Services LLC, Member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other entity.
Address
7900 International Dr. Suite 300-3343
Bloomington, Minnesota 55425
