Curtis Financial Planning
About the Business
Curtis Financial Planning is a reputable finance institution located at 2655 Haverhill Drive in Oakland, California. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or seeking to grow your wealth, Curtis Financial Planning is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Location & Phone number
2655 Haverhill Dr, Oakland, CA 94611, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I needed help with investing my retirement accounts and a sustainable plan to buy my first home while still save. Not only did Cathy educate me in areas I had a number of questions in (stock market, smart investing, etc.) but provided valuable guidance and tangible tools I can use to track my finances. I feel more confident with my decisions now than I ever have, thanks to Cathy. If you’re looking for a personable experience, financial advocate and true partner—give her a call."
"Cathy Curtis is extremely knowledgeable on all aspects of personal finance and investing. I have complete trust in her to give me helpful advice on my finances."
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