Curtis and Associates, Inc. Email Format
InsuranceKansas, United States11-50 Employees
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: Securities offered through Lion Street Financial, LLC (LSF), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC (LSA), an investment adviser registered with the SEC. LSA, LSF, and Curtis and Associates, Inc. are not affiliated and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.