How does the advisor help clients – Key Takeaways:
Curtis C. Rose & Associates, led by financial expert Curtis C. Rose, is a top-rated financial advisory firm that helps clients achieve their financial goals. With a wide range of services and expertise, this firm is capable of assisting clients with all aspects of their financial plans.
Facts and Insights
Curtis C. Rose & Associates has been in business for over 20 years and has established a strong reputation for providing top-notch financial advice and services. With a team of experienced advisors and a commitment to client satisfaction, the firm has helped numerous individuals and families reach their financial goals.
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
As a comprehensive financial advisory firm, Curtis C. Rose & Associates offers a wide range of services to its clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Debt management
- And more
Client Types
Curtis C. Rose & Associates works with a diverse range of clients, including individuals, families, business owners, and retirees. The firm has the expertise and resources to tailor its services to the unique needs and goals of each client.
Fees & Compensation
Curtis C. Rose & Associates operates on a fee-based model, which means that clients are charged a percentage of their assets under management or a flat fee for specific services. This fee structure is transparent and ensures that the firm is aligned with its clients’ best interests.
Background
Curtis C. Rose, the founder and principal advisor of Curtis C. Rose & Associates, has over 30 years of experience in the financial services industry. With a background in accounting and a strong focus on continuing education, Mr. Rose is a trusted financial expert who is dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Curtis C. Rose & Associates maintains a clean disciplinary record and has no disclosures to report. This demonstrates the firm’s commitment to ethical and compliant practices, giving clients peace of mind that their finances are in trusted hands.