How does CURTIN FINANCIAL SERVICES, INC. help clients – Key Takeaways:
- Provides personalized financial advice and services
- Offers a wide range of financial services
- Specializes in helping clients achieve their financial goals
- Continuously monitors and adjusts client portfolios
Facts and Insights
CURTIN FINANCIAL SERVICES, INC. is a leading financial advisory firm that has been helping clients achieve financial success for over 20 years. With a team of experienced and knowledgeable advisors, the firm is dedicated to providing personalized and comprehensive financial services to individuals, families, and businesses.
Through their expertise and resources, CURTIN FINANCIAL SERVICES, INC. offers valuable insights and strategic guidance to help clients make informed and sound financial decisions. Their goal is to assist clients in building and preserving wealth, while minimizing financial risks.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
- Retirement planning
- Investment planning
- Tax planning
- Estate planning
- Insurance services
Client Types
CURTIN FINANCIAL SERVICES, INC. works with a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
CURTIN FINANCIAL SERVICES, INC. is committed to transparency when it comes to fees and compensation. The firm operates on a fee-only structure, meaning they do not receive commissions or compensation from financial products or services. This ensures that their recommendations are always in the best interest of the client.
They may charge a percentage of the assets under management or an hourly rate for their services. The specific fee structure is discussed and agreed upon with the client before any services are provided.
Background
CURTIN FINANCIAL SERVICES, INC. was founded by John Curtin, a highly experienced and knowledgeable financial advisor. John has over 30 years of experience in the financial industry and has helped numerous clients achieve their financial goals. He holds several professional certifications and is dedicated to continuously expanding his knowledge and expertise to better serve his clients.
Financial Advisor Disclosures to Know
CURTIN FINANCIAL SERVICES, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are required to provide full disclosure of any potential conflicts of interest or disciplinary actions. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) database.
Additionally, the firm has a clear and comprehensive Code of Ethics that all advisors must adhere to at all times. This includes acting in the best interest of the client and disclosing any potential conflicts of interest.