Curtis and Associates, Inc.

www.curtisandassociatesinc.com

Curtis & Associates is a holistic financial services, corporate benefits and multi-line insurance advisory firm that serves successful families and the businesses they founded. Serving the Kansas City Metropolitan area since 1967, the firm partners with clients and their advisors to clearly define a path to help them grow their wealth today and help to preserve it over future generations. DISCLOSURE: This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Curtis & Associates, INC.  This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Curtis & Associates, INC. here. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA). Neither LSF nor LSA are affiliated with Curtis & Associates, Inc.

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Curtis & Associates is a holistic financial services, corporate benefits and multi-line insurance advisory firm that serves successful families and the businesses they founded. Serving the Kansas City Metropolitan area since 1967, the firm partners with clients and their advisors to clearly define a path to help them grow their wealth today and help to preserve it over future generations. DISCLOSURE: This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Curtis & Associates, INC.  This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Curtis & Associates, INC. here. Securities offered through Lion Street Financial, LLC (LSF), member FINRA & SIPC. Investment Advisory Services offered through Lion Street Advisors, LLC (LSA). Neither LSF nor LSA are affiliated with Curtis & Associates, Inc.

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Country

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State

Kansas

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Industry

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Employees

11-50

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Founded

1967

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Social

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Potential Decision Makers

  • Managing Partner , Wealth Management

    Email ****** @****.com
    Phone (***) ****-****
  • Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Principal , Insurance Advisor

    Email ****** @****.com
    Phone (***) ****-****

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