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.
Company Details
- Employees
- 11
- Founded
- -
- Address
- 5925 Nall Ave, Mission,kansas 66202,united States
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- curtisandassociatesinc.com
- Keywords
- Life Insurance, Wealth Management, Health Insurance, Corporate Benefits, Business Transition, Property & Casualty Insurance, Travel Insurance, Business Consulting, Investment Advisory, Estate Planning, Succession Planning, Buy/Sell, Commercial Insurance.
- HQ
- Mission, Kansas
Curtis And Associates, Inc. Questions
Curtis And Associates, Inc.'s website is curtisandassociatesinc.com
Curtis And Associates, Inc.'s LinkedIn profile is https://www.linkedin.com/company/curtisandassociatesinc
Curtis And Associates, Inc. has
11 employees.
View email and phone details for 11
employees at Curtis And Associates, Inc..
Curtis And Associates, Inc.'s industry is
Insurance
Curtis And Associates, Inc.'s top competitors are
Printaustin Collective,
Mvfcu,
Butler National Corporation,
Strategic Wealth Partners,
Rauen Capital,
Canvas Wealth Advisors,
Myactuary Newsletter,
Blue Trident Group Llc,
Oread Wealth Partners,
Iris Digital Media Group.
Curtis And Associates, Inc.'s categories are Insurance
Curtis And Associates, Inc.'s founding year is 1967
