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About: Currie Financial & Tax Services, formerly known as Charles H. Currie, CPA, PC, has been serving Woodstock and the surrounding area since 1986. We pride ourselves on professionalism and exceptional customer service.
One of our many advantages is the ability to look at our clients' entire financial picture to help them minimize their tax liability through comprehensive planning.
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Specialties: Our services cover all areas of financial management, from *investment and retirement planning to risk management, tax planning and preparation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to address both short- and long-term objectives. On the Web site, you'll find valuable information for evaluating your current position and progress toward financial goals. I offer educational articles that outline financial concepts and highlight products designed to potentially fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as the content is constantly changing. For help with your financial management, or for more information on Currie Financial Services, please contact us today.
* Important Note: Charles H. Currie Jr. is a registered representative registered to transact business with clients in Alabama, Arizona, Florida, Georgia, Oklahoma, Pennsylvania, and Virginia. Charles H. Currie Jr. is also an investment adviser representative licensed in Alabama, Arizona, Florida, Georgia, Oklahoma, and Pennsylvania.
Charles H. Currie Jr. is insurance licensed in the following states: Georgia, and Alabama. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities, investment advisory services or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Advisory Services offered through H.D. Vest Advisory ServicesSM, Member: SIPC,
Investments & Insurance Products: • Are not insured by the FDIC or any federal government agency • Are not deposits of or guaranteed by the bank or any bank affiliate • May lose Value
Currie Financial Services is not a registered broker/dealer or independent investment advisory firm.
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Office Hours: We are open Monday - Friday, please call if you would like to schedule an appointment!.
Currie Financial & Tax Services, LLC is located at Woodstock, GA 30188. Please call to verify the address before visit.
Accountant, practitioner of accountancy, is the measurement, disclosure or provision of assurance about financial information which assist managers, investors, tax authorities and other decision makers make resource allocation decisions. Legally practicing accountants are CPAs(Certified Public Accountant), CIA(Certified Internal Auditor), CMA(Certified Management Accountant) and ABA(Accredited Business Accountant). We suggest you contact more Accountants nearby before choosing your Accountant.
The Standard Industrial Classification(SIC) of Currie Financial & Tax Services, LLC is . The estimated number of employees at Currie Financial & Tax Services, LLC is Georgia. The fax number is . The web address is www.cpacurrie.com, www.currietax.com. Please click the Correct Listing link to update the contact information(contact person, phone number, fax, email address and web address, etc).
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