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. Our Investment Advisory assets under management are $52 million. Our clientele includes individuals in the stages of accumulating wealth for financial independence, retired individuals receiving income from their portfolios, parents preparing for college tuitions, corporate portfolios, pension plans, non-profit corporations, and foundations.

After more than 53 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 professional and personal relationships. Working with multi-generational clients allows for all the pieces of the Estate, Retirement, Investment, and College Planning to 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.