Growing your Money, Protecting your Assets, and Maintaining your Income for Life
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kristopher curtis financial
client testimonials
We understand choosing someone the best financial partner for you is a significant decision. Hearing from those who have walked in your shoes can offer reassurance and confidence. Below you will find stories from individuals and families who have entrusted us with their financial goals and witnessed the positive impact of our partnership.
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Kris and Curt,
I wanted to write and say what a pleasure it has been working with both of you! I REALLY enjoyed having Kris in conference with us. I can see that is an exceptional person and a complete asset to the firm. With him and your wife as well as your entire staff on the KCF team, a person can’t go wrong by putting their faith and trust in your advice and solutions.
I have met with other financial advisors and have discovered that your processes and systems along with the fact that you really care, are by far the best I have encountered. I would not hesitate to send my closest friends and family to you. Thank you and know that I am excited as I look forward to a long and profitable relationship.
Toren B.
Curt,
I hope this note finds you well. I wanted to send a brief note saying that I am living my best life! When Gene passed (which I am still adjusting to) you were there to guide the way.
I am grateful for you, your financial input, your expertise and care. You have made it possible for me to now live in Florida without worry.
Be well.
Helen P.
I’ve always said that I don’t believe in coincidences and that God puts people in your life for a reason. That is truly how I feel about our introduction to Kris and Curt Whipple from Kristopher Curtis Financial.
By nature, my wife and I are skeptical people (especially my wife) but after listening to what Curt and Kris shared, we just knew that we had to schedule a one-on-one meeting if we were ever going to truly have a chance at seeing retirement. I can tell you that since that first “chance meeting” with Curt and Kris we have had such a sense of ease and peace that retirement is achievable. Curt and Kris were able to assess our current financial portfolio, find strategies to eliminate unnecessary risk of the market and build a plan that will deliver outstanding financial performance for the long term.
There are truly no suitable words that I could find to express our sincere gratitude for what Kris and Curt have done for us. And the icing on the cake is we made some great friends in the process.
With deepest respect,
Mike and Lisa B.
