How does the advisor help clients – Key Takeaways:
Curtis & Bissonette Inc. provides exceptional financial expertise to clients. With years of experience in the industry, they offer a variety of financial services to meet the needs of their clients. Their team of advisors is dedicated to providing personalized and comprehensive financial solutions for individuals, families, and businesses.
- Excellent financial expertise with years of experience
- Offer a variety of financial services for individuals, families, and businesses
- Dedicated to providing personalized and comprehensive financial solutions
Facts and Insights
Curtis & Bissonette Inc. is a reputable financial advisory firm that has been in business for several years. They have a team of highly skilled and experienced advisors who have a deep understanding of the financial industry. Their expertise and insights have helped numerous clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
Curtis & Bissonette Inc. offers a wide range of financial services to their clients. They understand that every client has unique financial goals and needs, and they strive to provide tailored solutions to meet those needs. Some of the services they offer include:
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance needs analysis
Client Types
Curtis & Bissonette Inc. works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
Curtis & Bissonette Inc. is a fee-only advisor, which means they do not receive commissions for their services. This ensures that their advisors are always acting in the best interest of their clients, without any conflicts of interest. Their fees are based on a percentage of the assets under management and are transparent and clearly outlined for their clients.
Background
Curtis & Bissonette Inc. was founded by two highly experienced financial advisors, Mr. John Curtis and Mr. Michael Bissonette. With a combined experience of over 30 years in the financial industry, they have built a reputable and trusted firm that prioritizes their clients’ financial well-being.
Financial Advisor Disclosures to Know
As with any financial advisory firm, Curtis & Bissonette Inc. has certain disclosures that clients should be aware of. These include:
- Previous disciplinary actions or regulatory sanctions against the firm or its advisors
- Potential conflicts of interest
- Compensation structure
- Any potential risks associated with the services offered
Clients can find more detailed information about these disclosures on the firm’s website, or by speaking directly with their advisor.