Wealth management services are the name of the game for Bob Curtis. He brings a stimulating list of certifications and qualifications, backed by education and experience - all directed toward developing an individualized investment portfolio for each client served by the Clayton & McKervey Financial Group, LLC. These services are available to individuals who want to preserve and grow their wealth.
With an ingrained "service philosophy," Bob and his staff go the extra mile for clients. "We created our financial advisors group in 1999 when we found that our clients were continually asking for help in how to handle the wealth generated by their businesses."
As the legion of baby boomers approaches retirement age, the financial advisory group is ready for expansive growth. Services include 401K plan's money management, handling individual investments, consulting on health savings accounts, and offering investment tools through Raymond James Financial Services.
Bob has a strong background in tax, which is a tremendous advantage when maximizing...
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