bill-curtis

Bill Curtis

Financial Services Professional

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

Education

Pennsylvania State University

Hobbies

Golf
Hockey
Travel
Cars

Affiliations & Memberships

Treasurer of Mascots for a Cure, 501(c)3

Community Involvement

Philadelphia Ronald McDonald House
Mascots for a Cure

Focus Areas

  • Business Owners
  • Business Succession Planning
  • Group Benefits
  • Retirement Strategies
  • Investment Strategies (Reg. Reps Only)
  • Insurance Strategies
  • Estate Planning
  • Financial Education

Languages

  • English

Coverpath - Get a quote for term life insurance

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck