Christopher Curtis - Financial Advisor - Ion Investments 1751 Ellington Road, South Windsor, CT 06074
About the Business
Christopher Curtis - Financial Advisor at Ion Investments is a trusted institution located at 1751 Ellington Road in South Windsor, Connecticut, United States. Our team of financial professionals is highly skilled and dedicated to providing expert financial planning and risk management services. We operate as a family and business that is committed to looking out for you and helping you achieve your financial goals.
Through our unique 5 Step Process, we offer personalized financial planning and tactical asset management tailored to your specific needs. Our advisors have access to industry-leading tools and products to help you meet your financial objectives. We provide regular economic insights and market alerts to keep you informed and guide our decision-making process.
Ion Investments is part of the Osaic Institutions Inc. network, offering access to a wide range of financial products and services. Our parent company, Osaic, oversees over $500 billion in assets and has a network of more than 11,000 financial professionals.
When you work with an Ion Investments Professional, investing becomes simple, fast, and easy. We strive to provide efficient implementation of wealth management strategies, regular communication, and reviews, as well as periodic strategy meetings to monitor your progress towards your goals.
At Ion Investments, we prioritize learning your values and listening to what's important to you. Our goal is to provide financial planning solutions that align with your objectives and help you achieve financial success. We offer educational resources on various financial topics through magazine-style flipbooks and engaging animations.
Investment and insurance products and services are offered through Osaic Institutions Inc. Member FINRA/SIPC. Ion Investments is a trade name of Ion Bank. Osaic Institutions and the bank are not affiliated. These products are subject to investment risk, including the possible loss of value. We do not provide legal or tax advice, so we recommend consulting your legal and/or tax advisor for personalized guidance.
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Location & Phone number
1751 Ellington Rd, South Windsor, CT 06074, United States
Hours open
Monday:
09:00 - 16:00
Tuesday:
09:00 - 16:00
Wednesday:
09:00 - 16:00
Thursday:
09:00 - 16:00
Friday:
09:00 - 16:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I started working with Chris about 9 years ago, moving my entire investment portfolio over to him. Since then I have been so impressed with the performance of my assets! Even in these last couple of years when many people had significant losses, Chris worked diligently to protect and even grow my holdings by carefully diversifying and managing my assets. I have complete trust in him and Ion Investments. If you are looking for someone to protect and grow your investments, there is no one to whom I could give a higher recommendation. Thanks to Chris, my financial future is bright and secure!"
"Having known Chris for over 20yrs both personally and professionally I could not recommend a better person to trust with your assets. Chris is thoughtful, attentive and thorough. This is exactly what I wanted and needed for my portfolio and retirement. Making the move to put my assets under his control has turned out be a fantastic financial decision over the long haul."
"We met Chris over 9 years ago and during that time, he has helped to guide us through our short term and long term goals. He's an experienced professional that takes a holistic view of your finances before making any recommendations, and when he does, he does so with a clear strategy to achieve your goals. I have and will continue to recommend Chris to anyone who needs financial guidance."
"I met Chris Curtis shortly after my husband passed away in 2017. Married for 30 years, my husband was the one who managed the bills, banking, investments and our 2 properties. Without him, I was lost and overwhelmed. I was clueless where we had accounts or even where to begin with finances. Someone introduced me to Chris and the clouds lifted. I have never had an aptitude for financial topics and really never had the need. Chris helped educate me, gave me respect, confidence and aided me in making significant financial decisions. We started with baby steps in organizing, consolidating and assessing my status, my needs and future plans. We went from having a mess of policies, a collection of pensions and investments handled by different advisers to creating a cohesive picture. Together, we developed an appropriate and balanced portfolio and I have a peace that I never thought I would find. There is no price that I can place on feeling the complete trust and faith that I do in Chris. With his help, I have been able to make career adjustments, create and execute on personal goals such as building a barn and assisting my children with some of their own financial aspirations. It is an understatement to say that he saved my life. I had met other financial advisors prior to meeting Chris and I did not feel they communicated with me in a way that I needed or understood. Now with Chris, I have a roadmap that I feel safe and secure on."
"I have worked with Chris since 2015. With my father's passing I didn't know what to do. I found Chris and with sympathy and compassion he was able to help me and guide me through what should and needed to be done. He is very responsive to any questions or concerns that I had or may have. He checks in with me to see how our family is doing or if I need anything or any questions. Without a doubt. I would recommend Chris Curtis to anyone and everyone that needs a great financial advisor."
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