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.
hear from others
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.
The amount of information provided was great! I appreciated the "no pressure" approach. I kept wondering "what's the catch". It was really nice to find out there was no catch!
Jeff & Elaine C.
Curt & Kris made my wife & I feel very comfortable from the very first introduction. We had been with our previous financial professional for many years, but our meetings with Curt & Kris created a strong relationship and that convinced us to make the transition and move our funds to Kristopher Curtis Financial Best decision, wish we had made sooner!
Tim & Daffiny H.
Kristopher Curtis Financial came into our lives at a time when our retirement savings had dropped 10% due to what our advisor considered "normal market fluctuations". We were tired of "taking the escalator down and the stairs back up." We knew there had to be a better way to protect our retirement nest egg and feel more confident that our lifelong savings would last. Then KC Financial entered our lives. They manage our funds in a way that still achieves the growth we desire yet allows us to sleep better at night during the down times.
David & Pat K.
We have been thoroughly impressed with all aspects of interaction with
Kristopher Curtis Financial and very happy with our decision to become
part of the Kristopher Curtis Family. After meeting in person to discuss
our financial situation, the investment products presented fit our needs and
goals and were easily explained. They are true to their motto, they really
do make the complex simple. The personal touches and interaction are
above and beyond any financial company we have conducted business
with.
We highly recommend Kristopher Curtis Financial to anyone looking for a
financial advisor or open to a review and second opinion about their
financial position.
Great Job!
David & Allison L.
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These testimonials reflect the individual’s real-life experience(s) and the individuals providing the testimonials do not receive compensation. Consequently, testimonials and reviews are individual results which may vary and are not indicative of or are necessarily illustrative of all individual experiences. We believe the testimonials and reviews expressed are the unbiased and honest thoughts, opinions, findings, and experiences of the specific individuals. CoreCap does not share in the opinions, views, or commentary of any testimonial on this site, and are strictly the views and opinions of the reviewer.