Gwyn-Anne Bissonette, CFP

CONNECT

Address:

1992 Saranac Avenue, Ste 2, PO Box 311
Lake Placid, NY 12946-0311

Phone:

518-523-2443

Fax/Other:

518-523-4665

About Us

Established in 1968, Curtis and Bissonette, Inc. is an independent full-service Registered Investment Advisory firm, registered with the SEC. We work with more than 300 clients and manage an asset base of $59 million. Our clientele includes individuals in the stages of accumulating wealth for financial independence, retired individuals receiving income from their portfolios, corporate portfolios, pension plans, non-profit corporations and foundations.

After more than 45 years in business, we have created a "boutique" Investment Advisory Firm.  We like to work closely with each and every one of our clients while building a professional and personal relationship. Working with multi-generational clients allows for the all the pieces of the Estate, Retirement, Investment, and College Planning fit together from the grandparents to the grandchildren.

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We are committed to helping people pursue their financial goals. We offer a wide range of financial products and financial planning services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions while we provide you with the information you need to reach them.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies and insurance companies.


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck