📍 1168 Broad St, Gilbertsville, PA, 19525
📞 484-431-2874
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 of Boyertown 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-worth individuals as well as small business owners. This includes financial planning, investment planning, retirement planning, and risk 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.
📍 2932 Dotterer Rd, Gilbertsville, PA, 19525
📞 610-326-2256
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📞 610-506-7290
🌐 www.wsibenefits.com
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📍 3022 Grace Ln, Pennsburg, PA, 18073
📞 215-679-5090
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📞 610-970-0942
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📞 215-679-0890
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📞 215-538-1920
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📞 484-791-3764