Christopher Curtis, CRC<sup>®</sup>

Christopher Curtis, CRC®

SVP, Ion Bank
Financial Advisor, Osaic Institutions

Office: 203.228.8823
Pager: http://bit.ly/3BZlBkV
E-mail:

Website: Visit my web site!

 
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Christopher Curtis, CRC®
Your Ion Investments advisor

Christopher Curtis, CRC®

SVP, Ion Bank
Financial Advisor, Osaic Institutions
workspace_premiumCertified Retirement Counselor® schedule18+ Years Experience verifiedSeries 6, 7, 63 & 65 schoolB.A. Economics, Brown University
About Christopher

Strategic planning for families and business owners.

At Ion Investments we make an investment in each and every client, whether you are an individual having to plan for retirement while also weighing thoughts of sending your children to college someday. Or perhaps you are a small business owner juggling the many day to day challenges that come up in addition to managing your own personal financial goals. We are here to help by employing expert financial advice and matching your goals and needs with proven financial planning strategies.

Ion Investments is pleased to have Christopher as a part of our team. With more than 18 years of experience in the financial services industry, Chris brings a wealth of knowledge and understanding to help his clients achieve their financial goals through strategic planning. Christopher earned his bachelor's degree from Brown University majoring in Economics and Business. Chris also holds the following registrations and insurance licenses: Series 6, 7, 63 and 65 as well as Life and Health Insurance. In addition, Chris is an accredited Certified Retirement Counselor. Christopher enjoys spending time with his 3 children: Dakota, Jared and Ashlyn. He also enjoys spending his free time with his wife Michelle and their cats.

Where you’ll find Christopher

South Windsor & the surrounding towns.

Map of Christopher’s locations
location_on
South Windsor branch
1751 Ellington Rd, South Windsor, CT 06074
videocam

Not nearby? Christopher also meets by phone or video — wherever life takes you.

Ready when you are. Here’s how it works.

1
Pick a time

Book online or request a call — whichever is easier.

2
Meet your way

With Christopher in a branch, by phone, or over video.

3
Get your plan

A clear path forward — free, and no obligation.

Client Reviews

What working with Christopher is like.

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