Curtis Financial Group

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

11525 Park Woods Cir, Alpharetta, Georgi...

Phone Number

(877) 669-2738

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Curtis Financial Group

C. Curtis Financial Group, founded by Curt Whipple in 1986, specializes in financial services aimed at helping clients navigate complex investment landscapes. The firm focuses on educating clients about market influences and tax strategies to achieve their financial goals. They cater to individuals seeking to secure their financial future, including retirees and those interested in cryptocurrency trading. Located in Plymouth, Michigan, the company emphasizes a personalized approach to financial planning and investment management.Explore more
Curtis Financial Group's Social MediaPopular SearchesCurtis Financial GroupC Curtis Financial GroupCurtis & Associates IncCurtis & Associates LLCC Curtis & Associates IncSIC Code 62,628NAICS Code 52,523Show more

Curtis Financial Group Org Chart

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MB
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Chief Operating Officer

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Operations Coordinator

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MP
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Administrative Assistant

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Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Curtis Financial Group

<$5M
1-10
Private
-
2006
MB
Mike BrooksChief Operating Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1983
SK
Sue KlauenbergOffice Manager
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2007
Kyle Williams, President at Summit Investment Group
Kyle WilliamsPresident
<$5M
1-10
Private
-
1983
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Company Profile Activity

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Activity Insights

Curtis Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Curtis Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Curtis Financial Group.

Curtis Financial Group Tech Stack

A closer look at the technologies used by Curtis Financial Group

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Frequently Asked Questions Regarding Curtis Financial Group

What is Curtis Financial Group's official website?
Curtis Financial Group's official website is www.ccurtisfinancial.com
What is Curtis Financial Group's Revenue?
Curtis Financial Group's revenue is <$5 Million
What is Curtis Financial Group's SIC code?
Curtis Financial Group's SIC: 62,628
What is Curtis Financial Group's NAICS code?
Curtis Financial Group's NAICS: 52,523
How many employees does Curtis Financial Group have?
Curtis Financial Group has 1-10 employees
What industry does Curtis Financial Group belong to?
Curtis Financial Group is in the industry of: Finance, Securities Trading
What is Curtis Financial Group competition?
Curtis Financial Group top competitors include: Summit Investment Group, KASE Wealth Advisors, Stockade Wealth Management, Life Map Wealth Advisors
What technology does Curtis Financial Group use?
Some of the popular technologies that Curtis Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, YouTube, ASP.NET
How do I contact Curtis Financial Group?
Curtis Financial Group contact info: Phone number: (877) 669-2738 Website: www.ccurtisfinancial.com
What does Curtis Financial Group do?

C. Curtis Financial Group, founded by Curt Whipple in 1986, specializes in financial services aimed at helping clients navigate complex investment landscapes. The firm focuses on educating clients about market influences and tax strategies to achieve their financial goals. They cater to individuals seeking to secure their financial future, includin... g retirees and those interested in cryptocurrency trading. Located in Plymouth, Michigan, the company emphasizes a personalized approach to financial planning and investment management.Read More

What are Curtis Financial Group social media links?
Curtis Financial Group Linkedin page Curtis Financial Group Twitter page Curtis Financial Group Facebook page
Is Curtis Financial Group a public company?
Curtis Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Curtis Financial Group

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