The staff at McCurdy Group not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Meet Dennis:
Dennis has been involved in the Insurance, Financial Planning, Investments, Real Estate, Business Coaching, Accounting, and Tax business since 1973. He founded the Dennis A. McCurdy Insurance Agency in January 1975, and Dennis A. McCurdy & Associates in 1987. He holds an Insurance Broker license in the Commonwealth of Massachusetts. In 1985, he became a Certified Insurance Counselor (CIC). Dennis is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, having earned FINRA's Series 7 and 63 securities registrations in 1988. Dennis received his CERTIFIED FINANCIAL PLANNER™ certification in 1990. He is a member of the Independent Agents of America, the Society of Certified Insurance Counselor, Society of Certified Financial Planners, the Financial Planning Association, and the National Association of Tax Professionals. He is a member of Toastmasters International and is a Vietnam veteran.
Judith Pote is a financial and administrative assistant at the McCurdy Group. Judy works on matters affecting clients' accounts, compliance, and marketing. Judy has a BA in Psychology from UCLA and a master's degree in human resource administration from Framingham State College. She has worked extensively in the area of employee benefits and human resource information systems, including 401(k) implementation for TRW, Inc., and as a benefits specialist for Group Benefits Strategies. Judy received her Registered ParaplannerSM designation in 2008 from the College for Financial Planning® in Denver, CO.
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