Truist - Miami Beach (FL)

Mark Bruschi I am just getting started with Curtis and company however so far we are off to a good beginning.

Dianne McCarthy Ive had very good service for the last few years. Always very responsive with emails or questions.

Dallas Hendrix Very professional and polite

Krystal Volpe Jesus walked us through the beginning steps and ways to prepare for future goals. He was patient and explained things in a way you could understand. You can tell he has the clients best interest not his own, I have not experienced that with any other advisors I have spoke with. Jesus is very professional, knows what hes talking about about, and will help many people!

305 Patty Cake “PattyCake305” Never call back as promised.

Angie McInnes Working with Jeff Nielson to ensure achieving our financial goals has been a wonderful experience. Jeff is accessible, though, and knowledgeable. He has helped us to have confidence in our plan. We appreciate Jeff’s sincere desire for our success. We highly recommend Jeff to steward your financial future.

Susan Dunlop Run by two astonishingly personable, forthright, no-nonsense, capable women who taught me a great deal in my two introductory sessions. They were highly recommended by my friends and I, in turn, would most emphatically recommend them.

Lisa Magary Al is great! He helped me consolidate all of my 401k and well as set up a simple IRA for my staff. He is very knowledgable and easy to work with.