A complete list of active advisors currently associated with McCurdy & Andrew Investments, LLC

Warmer can help you find a great advisor at McCurdy & Andrew Investments, LLC or one who fits your needs even better.

McCurdy & Andrew Investments provides portfolio management and financial planning primarily for individual clients, including high-net-worth households, and also maintains relationships with institutional insurance-company clients. The firm typically charges fees based on a percentage of assets under management for ongoing investment services. Advisory services are delivered by a small team that includes a CFP professional who, per the brochure, adheres to CFP Board standards and a fiduciary standard of care. The firm describes formal supervision and compliance oversight for its advisors and emphasizes ongoing education and ethical requirements for its planners. Compared with many peers, the firm’s client mix and corporate connections are atypical: it reports serving insurance company clients and having affiliations with both an accounting firm and an insurance company. The brochure also notes advisors with non-traditional prior careers (including sales and consumer-products roles) and a recently earned CFP credential, which may shape the firm’s planning focus and client service approach.

To learn more about the advisors currently working at McCurdy & Andrew Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lindsey Andrew	Sturbridge, MA	3
Dennis Mccurdy	Sturbridge, MA	38

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