Curtis Financial Group
Financial Services • 
United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +16152249550 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Community Involvement, Business Continuation Planning, Employee Benefits Packages, Retirement/Estate Planning, Life Insurance For Risk Management |
| Employees | 1-10 |
| Socials |
Key Contact at Curtis Financial Group
Daniel Curtis
Owner
Curtis Financial Group Email Formats
Curtis Financial Group uses 1 email format. The most common is {first initial} (e.g., j@curtisfinancialgroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@curtisfinancialgroup.com | 100% |
About Curtis Financial Group
Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Curtis Financial Group has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. A deep love for the community and its well-being flows throughout the entire organization. Curtis Financial Group is not only dedicated to the financial health of its clients, but the organizations that fortify the health of our communities. Breaking new ground is part of our tradition. Being a leader in the insurance and financial services industry means continually striving for improvement. To keep pace with clients' needs, Curtis Financial Group has access to new products, enhanced product features, expanded quality service, and pioneered new technologies. A deep love for the community and its well-being flows throughout the entire organization. Curtis Financial Group is not only dedicated to the financial health of its clients, but the organizations that fortify the health of our communities. Breaking new ground is part of our tradition. Serving our Community, One Client at a Time. Daniel Curtis and Justin Curtis are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Daniel Curtis and Justin Curtis are also Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. 840 Crescent Centre Drive Ste 500 Franklin TN 37067 615-224-9500 Justin Curtis is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services. Daniel Curtis and Justin Curtis are not licensed in all jurisdictions. Curtis financial group is not owned or operated by New York Life Insurance Company or its affiliates
Curtis Financial Group revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Curtis Financial Group has never raised funding before.
Curtis Financial Group Tech Stack
Discover the technologies and tools that power Curtis Financial Group's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
CDN
JavaScript libraries
PaaS
JavaScript libraries
Advertising
PaaS
Load balancers
JavaScript libraries
Miscellaneous
Font scripts
Miscellaneous
France
United Kingdom
Canada
Frequently asked questions
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