Curtis Malling

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 help ensure that client goals are achieved.

Professional Services

Retirement Income Planning
Investment Strategies
Wealth Management
Asset Protection Strategies
College Funding

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