Curt J. High, a Wharton graduate, has been in the financial planning business for over 25 years and holds many prestigious securities and insurance licenses. Curt is a 30 year resident ofBoyertown and many of his clients reside in the Tri-County area as well as the Mid-Atlantic region. Curt J. High & Associates LLC is an independent fee-based financial consulting firm that continually meets the goals and objectives of high net-worthindividuals as well as small business owners. This includesfinancial planning, investment planning, retirement planning, andrisk management solutions. Curt feels that financial planning is an ongoing process, because changes will occur in your personal situation as well as economic changes. Therefore it is important to review the progress in your financial plan at least annually to determine if you are still on track to reach your financial goals. His role in this process is to listen to your financial concerns, help analyze your present situation, propose realistic financial solutions and provide service as your needs change. Wharton University of Pennsylvania, Mutual of Omaha, Security Life Insurance company of America, Genworth Financial, Zenith Marketing Group Inc, John Hancock, My Life Insured, Jackson, CSA, and Reliance Standard.

Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

MobilePhone: 484-431-2874

Services/Products
http://high-networth.org/cbs.htm A full service firm that provides an objective comprehensive solution of all levels of a benefit package for profit and non-profit as well as severance package consultation http://high-networth.org/crp.htm Retirement firm that offers objective overviews of current retirement plans for profit and non-profit organizations and also offering objective retirement planning solutions at the most cost effective and efficient solutions. http://high-networth.org/hnwfp.htm A Firm that works with high net worth clients and provides objective and comprehensive solutions that meets or exceeds your financial goals and objectives. http://high-networth.org/hnwep.htm A Firm that works or can provide a complete Estate Plan while being objective and cost sensitive to all parties. http://high-networth.org/is.htm A Firm that provides objective solutions through the financial planning process and asset allocation theories that will provide the solutions to a safe and comfortable financial future. http://high-networth.org/rms.htm We provide all levels of Risk Management solutions and also objective consultations that provide the client with piece of mind and that all areas are properly implemented by meeting or exceeding Risk Management needs. http://high-networth.org/smsbs.htm A full service financial planning firm that provides all levels of business planning and financial planning for all Small-Medium size companies that are not only objective, but cost effective. http://high-networth.org/about.htm A highly respected full financial firm that offers 20 plus years experience that has worked and continues to work with clients for profit and non-profit organizations
Brands
Banner LIfe, CSA Reliance Standard, Genworth Financial, Gradient Financial Group, Jackson, John Hancock, Mutual of Omaha, My Life Insured, Security LIfe, Society of Certified Senior Advisors- Gradient, Zenith Marketing Group Inc.
Payment method
check
Location
[email protected] Phone: 484.431.2874 Fax: 610.367.9897 1168 Broad Street Gilbertsville, PA 19525
Associations
Linked In Society of Certified Senior Advisors for Gradient Facebook Chamber of Commerce
Categories
Financial Planners, Financial Planning Consultants, Financial Services, Social Security Consultants & Representatives, Tax Return Preparation
Suggest an Edit