About BILL

As a Financial consultant and lawyer, William Curry is a multi-faceted professional capable of helping business owners and individuals with virtually all their financial needs. We help businesses and individuals find money they are losing unknowingly and unnecessarily (tax planning, Insurance advice, and debt management) and in the process, create a tax-efficient, personalized, and cohesive plan.

Bill, a financial professional since 1969, has over four decades of experience. His credentials include a BA in Economics, MBA, and JD (Juris Doctor) from Widener University. He's also earned four certifications - Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Registered Financial Consultant (RFC), and Accredited Estate Planner (AEP) - which required advanced coursework in taxes, retirement planning, estate planning, investments, risk management, and other financial subjects.

Bill and his wife, Jennifer, have two children, and four grandchildren. In his leisure time, he is a sports fan, golfer,  and avid salmon fisherman. He served his community as Treasurer and Chairman of the Board of Rodney Street Tennis & Tutoring, helping at-risk children. In addition, Bill has served as President of the Delaware Charter of the Society of Financial Service Professionals.