Christopher Curtis, CRC<sup>®</sup>

Christopher Curtis, CRC®

VP, Ion Bank
Infinex Financial Advisor

Office: 203.228.8823
E-mail:

Website: Visit my web site!

 

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 15 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, in his free time, enjoys spending time with his 3 children: Dakota, Jared and Ashlyn.

 

Request a Call From

 
 
 
 
 

Services

Asset & Risk Management

 

Artboard 10 Created with Sketch.

Retirement & Financial Planning

 

Artboard 79

Business Owners & Employer Plans

 

 
Untitled-4

Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

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