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Stocks. Bonds. Mutual Funds. ETFs. QUESTIONS?
Ask me for a complimentary review.Ten Minutes of your time might be worth more than you think.
P.R. CURTMAN INVESTMENTS IS A FIDUCIARY.A fiduciary is a person or firm who acts for clients and is required to put their clients' best interest first at all times.Not everyone providing financial advice is a fiduciary. Some people earn commissions on investments they sell. This may give them incentive to offer you investments that aren’t necessarily in your best interest, but earn them a larger sales commission.
FEE ONLY. NO COMMISSION.Unlike some money managers at other firms, we don’t earn commissions on trades or from selling investment products.Instead, we use a fee structure. This way, we can always be focused on your best interests, and when you do better, we do better.
Hope is not a strategy.
Your portfolio needs a financial strategy made up of high quality investments to help you meet your financial goals and objectives. I can help.