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Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Asesoría financiera centrada en el cliente, pensada para su futuro.
5
Business
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Asesoría financiera centrada en el cliente, pensada para su futuro.
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor ofrece orientación financiera centrada en el cliente desde 450 Lexington Ave, Nueva York, NY. Los clientes elogian su escucha atenta, preguntas reflexivas, profesionalismo y un enfoque no intrusivo. Ofrece evaluaciones honestas, planificación a medida y reealbalanciamiento de la cartera, con una gran capacidad de respuesta y una guía clara y confiable hacia los próximos pasos adecuados.
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Evaluación integral y planes personalizados para la elaboración de presupuestos, el ahorro y el logro de metas.
Estrategias personalizadas para reequilibrar y optimizar las inversiones para un crecimiento sostenible.
Asesoramiento sobre el ahorro para la jubilación, estrategias de ingresos y seguridad financiera a largo plazo.
Sesiones individuales para discutir las necesidades actuales, con asesoramiento honesto y sin presión.
Servicios holísticos de gestión de activos, planificación fiscal y consideraciones patrimoniales.
Calificación general
Greg Michalski
I recently had the opportunity to speak with Curtis, and I really appreciated the experience. He took the time to listen carefully, asked thoughtful questions, and was very professional throughout the conversation. There was no pressure and no attempt to upsell me into services that weren’t the right fit for my current situation. Most importantly, Curtis was honest and helpful in assessing my immediate needs and ultimately pointed me in the right direction for where I am right now. That level of integrity and client-first thinking says a lot. I fully expect to circle back to Curtis in the future when I’m in a position where his broader services make sense, and I wouldn’t hesitate to recommend him to anyone looking for a thoughtful, trustworthy financial professional.
Sohan Shah
Curtis was awesome in helping my wife and I get our financial management and investment strategies in order. He was easy to talk to, incredibly patient and helpful with our questions, and helped us re-balance our portfolio to be more manageable and sustainable. We are better off after working with him!
Anthony Canu
Curtis is very knowledgeable and professional. He is also very understanding of my current financial state and my finance goals. He is super responsive and easy to communicate with. It is a great feeling to be able trust Curtis with all of my financial decisions.
philip rivera
Although Curtis didn’t directly work on my financial issue, he went out of his way to meet with me & my wife to point us in the right direction. He took the time to understand my situation & connected me with the right people. Something he didn’t have to do but genuinely chose to. Incredibly kind, knowledgeable & generous with his time. Highly recommend him to anyone looking for thoughtful & trustworthy financial guidance.
Bryan Rivera
Curtis was a phenomenal financial advisor when I really needed it. He actively listening to what my current situations and future goals were. Then, provide me with a custom multiple-month plan to achieve those goals. We were able to tailor the plan towards my specific needs such as preparing for a rental property and re-balance my portfolio. I appreciate all his wisdom and advise and look forward to utilize him more in the future.
Reclama Curtis Pope, CFP | Certified Financial Planner | Financial Advisor para actualizar la información, responder reseñas y acceder a las estadísticas.
