Curtis Pope, CFP | Certified Financial Planner | Financial Advisor - New York

Curtis Pope, CFP | Certified Financial Planner | Financial Advisor

Curtis Pope is a highly experienced and certified financial planner based in New York City, offering his expertise to clients looking to achieve their financial goals. With a strong background in financial planning and investment advice, Curtis is dedicated to providing personalized solutions tailored to each client's unique needs.

Address: 450 Lexington Ave 4th fl, New York, NY 10017

Phone: 6466406337

Website: financialadvisor.nyc

Specializations

• Financial Planning
• Financial Advice
• Investment Services
• Tax Consulting

Additional Information

• Online Appointments Available
• Onsite Services Provided
• Wheelchair Accessible Entrance
• Wheelchair Accessible Restroom
• Gender-Neutral Restroom Available
• LGBTQ+ Friendly Environment
• Appointments Recommended

Reviews and Ratings

Curtis Pope has received an impressive 80 reviews on Google My Business, with an average rating of 4.9/5 stars. Clients appreciate Curtis's personalized approach, thorough understanding of their needs, and his ability to create effective, long-term financial plans.

"Curtis was a phenomenal financial advisor when I really needed it. He actively listened to what my current situations and future goals were. Then, provided me with a custom multiple-month plan to achieve those goals. We were able to tailor the plan towards my specific needs such as preparing for a rental property and re-balancing my portfolio. I appreciate all his wisdom and advice and look forward to utilizing him more in the future."

👍 Reviews of Curtis Pope, CFP | Certified Financial Planner | Financial Advisor

Bryan R.

5/5

Curtis was a phenomenal financial advisor when I really needed it. He actively listening to what my current situations and future goals were. Then, provide me with a custom multiple-month plan to achieve those goals. We were able to tailor the plan towards my specific needs such as preparing for a rental property and re-balance my portfolio. I appreciate all his wisdom and advise and look forward to utilize him more in the future.

Diandra F.

5/5

My husband and I worked with Curtis after we got married to combine and organize our finances and help us plan for our future goals. Curtis was a pleasure to work with - he helped answer all of our questions and get us set up on the right path. He made time to meet with us whenever needed, never made us feel judged about asking all of our stupid questions, and never pushed us into using any specific products. We would highly recommend Curtis to anyone looking for financial advice.

Matthew D.

5/5

Our experience with Curtis has been amazing. He has a great plan to help you get set up for your financial life but is also super flexible based on your personal needs. Definitely recommend for anybody trying to get their financials sorted and figure out a strong path forward!

Dana H.

5/5

Curtis is great! So helpful, kind and smart! Very happy with his services and look forward to a continued partnership. Highly recommend him for all of your financial advisory needs!

Claire W.

5/5

My experience with Curtis has been exceptional. I thought I was on the right track with savings, but Curtis took the time to show me how much more my savings can grow. With his expertise, I now feel confident in reaching my financial goals without worry.

Doohyun L.

5/5

I just had my initial conversation with Curtis. He was very friendly, professional, and knowledgeable. Most importantly, the entire conversation felt like I was speaking with a friend with a background in finance. There was never any pressure for anything, he was genuinely trying to get a clear picture of the situation to provide the most useful information.

Karen H.

5/5

Curtis was great. We will be sending our child to college next year and are a only a few years away from retirement, and we needed someone with expertise to go over some different scenarios with us and help us figure out what to do with our savings. Curtis really helped us a lot!

M K.

5/5

Choosing to work with Curtis has been one of the best decisions I’ve made in my 20’s. Being a young adult learning how to navigate finances is not easy, and Curtis has helped me immensely. He taught me how to manage own financial picture and has made our working together an enriching, educational and empowering experience. I’ve learned about budgeting, debt repayment, credit and other important areas that have made me more confident in my ability to navigate my finances. Curtis gave me a detailed break-down of my budget and a debt repayment plan, while approaching my situation with careful attention and empathy. Every time I had a question, Curtis was clear and honest in his approach and it was a huge help. On a personal level, Curtis is wonderful to work with, approachable and direct, all of which I value and appreciate! To anyone looking for any kind of financial advising, planning or financial management, I highly recommend working with Curtis.