I AM INDEPENDENT. I AM MICHAEL CURTIS.
My journey is about building long-term relationships. I believe clients have the right to expect exceptional service. I am a business builder. This requires commitment and a personal touch. Helping clients is my top priority. This photo is of me and John Wood, another independent advisor, at a Cambridge Conference.
Who we are: Curtis Financial Services is an independent financial services firm based in Muscatine, Iowa, with an office in Punta Gorda, Florida. We offer investment management solutions throughout the United States, serving more than 200 clients nationwide. What sets us apart is our fee-only investment management, as well as our appreciation of long-term relationships.
What we do: We provide exceptional service and sound financial advice to help clients reach their long-term financial goals. Our primary objective is to assist clients with preserving and maximizing growth of their hard-earned assets.
Why we do it: Our goal every day is to make sure our clients feel confident and comfortable in the management of their assets. We make it a priority to ensure our clients are provided the type of service they desire and have every right to expect.
Michael Curtis, CLU®, ChFC®, AIF® & Financial Advisor – Curtis Financial Services
Michael R. Curtis, CLU®, ChFC®, AIF® & Financial Advisor; Curtis Financial Services. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Curtis Financial Services and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0614