Curvin Wealth Solutions

Curvin Wealth Solutions John Curvin, ChFC, CRPC, Financial Advisor, Financial Planner Supervisory address: 400 Meridian Centre, Ste 101, Rochester, NY 14618. 585-241-5200.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
• Advisory services Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

I am committed to building long-term relationships with my clients and helping them reach their g

oals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Curvin Wealth Solutions is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies
I am licensed to sell insurance in: NY, FL

08/31/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.
08/27/2026

Does this number surprise you? Drop a 👍 if you’ve started planning or a 💭 if you haven’t yet. Let’s talk about it.

08/25/2026

Last week, U.S. markets weakened as higher Treasury yields and borrowing costs weighed on investor sentiment, especially among growth-oriented areas of the market. Inflation concerns linked to energy prices and geopolitical tensions pushed bond yields higher. Economic data was mixed, with softer consumer spending balanced by stronger business activity. Read this week’s market perspective to learn more.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to gi...
08/21/2026

Variable annuities can be a great option for those looking to bolster their retirement income needs but don’t want to give up on the potential for growth. Does your retirement plan align with your future retirement income needs?

08/17/2026

Last week, U.S. markets posted gains as encouraging inflation data helped ease concerns and lowered expectations about additional interest rate increases. At the same time, softer consumer spending data suggested a more moderate pace of economic growth. Learn more about the market forces driving recent performance in this week’s perspective.

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.Many families are starting conv...
08/17/2026

Estate planning isn’t only about transferring wealth, it’s about transferring intentions.
Many families are starting conversations earlier, thinking about how their values, priorities, and goals carry forward across generations. In many cases, the process can be just as meaningful as the outcome.

Let’s chat about how I can work alongside you on your estate planning goals.

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your c...
08/13/2026

Explore the latest long-term care statistics every family should know. Real data on costs, needs, and impact. Get your copy here: https://bit.ly/4xIdbJm

08/10/2026

Last week, U.S. stocks moved higher, supported by easing concerns around interest rates, encouraging corporate earnings, and improving sentiment around global trade and energy supply. Economic data pointed to a moderating labor market, while lower oil prices helped ease inflation concerns. Read this week’s market perspective to learn more.

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your busines...
08/10/2026

Business growth, family changes, and new responsibilities can all impact how well an estate plan still fits your business and your life. A periodic review can help ensure your plan reflects where life and business are today — not years ago.

Let’s review your options.

Address

300 Corporate Parkway, Suite 216N
Amherst, NY
14226

Telephone

+17166506683

Website

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