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About JAMES CURTIS FINANCIAL AND INSURANCE SERVICES
JAMES CURTIS FINANCIAL AND INSURANCE SERVICES is a highly reputable financial and insurance firm with a team of experienced professionals who are dedicated to helping clients achieve their financial goals. With a wide range of financial services and offerings, JAMES CURTIS is able to cater to the unique needs of each client, providing them with personalized and comprehensive solutions.
How does the advisor help clients – Key Takeaways:
Customized Solutions:
The team at JAMES CURTIS understands that every client has different financial objectives and risk tolerance. Therefore, they work closely with each client to develop customized solutions that are tailored to their specific needs.
Wealth Management:
JAMES CURTIS provides comprehensive wealth management services to help clients grow and protect their assets, including retirement planning, investment management, and tax planning strategies.
Insurance Solutions:
In addition to financial planning, JAMES CURTIS also offers a wide range of insurance solutions to protect clients and their families from unexpected events, including life, health, disability, and long-term care insurance.
Facts and Insights
Assets Under Management:
JAMES CURTIS manages over $100 million in assets for their clients.
Number of Advisors:
The firm has a team of 6 experienced advisors who work together to provide clients with the best possible service and solutions.
Time in Business:
JAMES CURTIS has been in business for over 15 years, establishing a strong track record of success and satisfaction among their clients.
Financial Services Offered:
- Retirement Planning
- Investment Management
- Tax Planning
- Insurance Solutions
- Estate Planning
Client Types:
JAMES CURTIS works with a diverse range of clients, including individuals, families, small business owners, and corporate executives.
Fees & Compensation:
JAMES CURTIS operates on a fee-based compensation structure, meaning they do not receive commissions for selling products. This ensures that their recommendations are always in the best interest of their clients.
Background:
The founder of JAMES CURTIS, James has over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Life Underwriter (CLU), demonstrating his expertise and commitment to his clients’ financial success.
Financial Advisor Disclosures to Know:
JAMES CURTIS and their advisors are registered with the Securities and Exchange Commission (SEC), and they also have the appropriate licenses and registrations required to provide financial advice and services to their clients. They have a clean record with no disciplinary actions or regulatory sanctions.