About P.R. CURTMAN INVESTMENTS LLC
P.R CURTMAN INVESTMENTS LLC is a financial advisory firm that specializes in helping clients achieve their financial goals. The firm was founded by experienced financial expert, P.R. Curtman, who has over 20 years of experience in the industry.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to cater to clients’ needs
- Takes a holistic approach to financial planning, taking into consideration clients’ goals, risk tolerance, and financial situation
- Regularly monitors and adjusts clients’ portfolios to ensure they are on track to meet their financial goals
Facts and Insights
P.R. CURTMAN INVESTMENTS LLC has a team of highly qualified and experienced financial advisors who are committed to providing the best possible advice and service to their clients. The firm prides itself on its integrity, transparency, and dedication to its clients’ financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
P.R. CURTMAN INVESTMENTS LLC serves a diverse range of clients, including individuals, families, small businesses, and institutions. The firm caters to clients with different financial needs and goals, and customizes its services accordingly.
Fees & Compensation
P.R. CURTMAN INVESTMENTS LLC operates on a fee-only basis, which means that the firm’s advisors do not receive any commissions for the products they recommend. This ensures that the advisors’ interests are aligned with their clients’ and that they are solely focused on providing the best possible advice.
Background
Founder and CEO, P.R. Curtman, has over 20 years of experience in the financial services industry. He holds multiple certifications and has a deep understanding of various financial strategies and products. He leads the firm in its commitment to providing personalized and comprehensive financial planning services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, P.R. CURTMAN INVESTMENTS LLC is held to a fiduciary standard, meaning that the firm is legally obligated to act in its clients’ best interests at all times. This gives clients peace of mind and confidence in the advice and services provided by the firm.
In conclusion, P.R. CURTMAN INVESTMENTS LLC is a highly reputable and experienced financial advisory firm that puts its clients’ financial success first. With its personalized approach, wide range of services, and commitment to integrity and transparency, the firm is a trusted partner in helping clients achieve their financial goals.