Curtis Malling

Curtis Malling

Phone: (616) 419-3136
Fax: (616) 534-1340
Mobile Phone: (616) 293-6558
E-mail:


Mission Statement:

I work with clients to develop a plan to grow and preserve their wealth, provide strategies to implement this plan and offer on-going guidance to ensure that client goals are achieved.

 

Professional Services

  • Retirement Income Planning
  • Investment Strategies
  • Wealth Management
  • Asset Protection Strategies
  • College Funding
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Professional Qualifications

Bachelors in Business Administration Calvin College

Financial Representative since 1986

Professional Licenses:

  • Life & Health Insurance
  • Series 6,63, and 65

Personal Information

Raised and Reside in West Michigan

Married and have 5 children