Precision Financial & Benefits

I moved my investments to Curtis a few years ago after the bank that was managing my portfolio dropped the ball big time. Since working with Curtis, my portfolio has stabilized through market fluctuations, shown growth gains, and retirement seems plausibly and sustainable now. Add to his excellent portfolio management, is his accessibility and attention to client concerns. I am beyond grateful for his support, advice, and portfolio management abilities. Note: mine is not a high value portfolio but he still treats me like I matter. If you are looking for a trusted advisor to manage your hard earned savings, I highly recommend having a conversation with Precision Financial... read full review

Curtis has made my financial journey a lot easier than it was trying to do it on my own. Always quick to respond to my questions, he has made me feel like a valued client. I would recommend anyone who doesn't even know where to start to talk to Curtis and his team, they know what they're doing and will set you on the right path quickly and efficiently.

It has been such a pleasure working with Curtis and the Precision Financial team. Curtis has taken the time to understand our financial goals, generate a plan to work toward those goals, and made the process of setting up all of the products within our portfolio a breeze. Curtis provides personalized service and is always highly responsive, which is a refreshing experience differentiated from other large financial advisory firms. I highly recommend working with Precision Financial!