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Episode 121: Serving Clients from the Midwest and Southwest

Michael Curtis of Curtis Financial Services

Michael Curtis is the founder of Curtis Financial Services in Muscatine, Iowa. He began his career at Northwestern Mutual in 1975 at age 19 and stayed with the firm for over 30 years before starting his own firm. Michael holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Accredited Investment Fiduciary® (AIF®) designations. He joined Cambridge in 2006, and was a 2018 Spirit of Cambridge honoree. He desires to provide his clients the exceptional service they want and need, finding that building trust and a bond with his clients is one of the most rewarding aspects of the business. In his free time, Michael loves playing with and taking care of his collection of motorcycles, cars, and boats.

Episode 121: Serving Clients from the Midwest and Southwest Amy Webber and Michael Curtis
Episode 121: Serving Clients from the Midwest and Southwest

Curtis Financial Services is headquartered in Muscatine, Iowa, with another office in Punta Gorda, Florida, and specializes in investment management solutions. Their priority is helping their clients preserve and maximize growth on their assets. Michael and his team are dedicated to making sure their clients feel confident and comfortable in managing their assets, giving clients a long-term financial plan that will lead to success.

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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