Curtis Financial Services

Curtis Financial Services is a financial planner in Muscatine, Iowa. This independent firm offers objective, fee-only investment management solutions for select clients located throughout the United States.

With 50 years of successful financial advice, the firm focuses on helping clients preserve and maximize growth on their assets. The approach involves assembling top independent money and fund managers from around the globe to build flexible, diversified asset allocation plans. By combining complementary management styles, the firm aims to create portfolios designed to withstand varying market climates. Their services include a hands-on approach to selecting investments, which may incorporate individual bonds and stocks, as well as utilizing sub-advisers with expertise in alternative investments and hedged portfolios. The firm provides periodic reviews to discuss strategy, performance, and holdings, while monitoring manager performance and assisting with portfolio rebalancing.

Located on 2nd Ave, the office is a short drive from Madison School and the Mad Creek Greenbelt Park nature preserve. The area is also near the Douglas King Memorial Expressway and Clay Street.

The firm is recognized for its long-standing history of providing successful financial advice and its commitment to helping clients reach long-term financial goals. Their expertise in selecting global managers and managing complex investment combinations makes them a dedicated partner for those seeking professional asset management.

Curtis Financial Services provides dependable, objective investment management solutions to clients in Muscatine and across the country.