Curtis Meyer

As an Investment Advisor Representative, Curtis acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds his series 7 and 66 Securities Licenses
• Graduate of Tufts University with a Bachelor of Arts
• Graduate of the University of New Haven with a Master’s of Science in Education

Personal

• Currently resides in Higganum, CT with his wife Lindsey and their two children, Clementine and Adeline.
• In his free time, he enjoys stone work, marksmanship and hiking.

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary. Domiciled in CT

Check the background of this registered representative on FINRA’s BrokerCheck