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 fee...

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 any...

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 back...

Curtis is the best. He takes a holistic look at your finances and the hidden perks you may not realize your employer offers. I highly recommend working with him.

Curtis was an excellent financial advisor for me, very knowledgeable and up-to-date on latest practices and trends. I'm a bit unconventional in the way I handle my finances and Curtis never shied a...

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 taugh...

Divorced mother of three grown children, worked since I was twelve - the last thirty years as a lawyer - yet I found myself struggling to keep up with my bills, income taxes and holding on to my h...

Curtis is very knowledgeable and was really good at listening to my financial goals and then providing many options and additional resources! I did not feel pressured and I understood the logic beh...

Curtis is the first financial planner that I've ever worked with and didn't know what to expect. What I found, though, was someone who was really going to investigate his client's personal and fina...

We worked with Curtis within this last year, he helped us to think through how we wanted to prioritize our investments in the context of our short term and long term goals related to our family and...

Curtis is a tremendous financial advisor who not only considers my finances but takes into consideration my wellness and quality of living while providing outstanding financial advice and budgetary...

We really appreciate Curtis's approach and help that he's given us to get on the same page with our goals. We were struggling with priorities around our house and our life, retirement goals. We bo...

My partner and I are working with Curtis to navigate our complex financial situation and to build a plan before we get married that works for our distinct approaches to money. He is helping us thro...

Curtis is a knowledgeable and professional financial advisor. He always keeps himself current with the market. It's fascinating to hear him speak with such passion about what he does. I always felt...

Our experience with Curtis was fantastic. 5 stars isn’t enough! Loved his flat monthly pricing structure and his very practical, tailored approach. The financial advice he gave wasn’t just cookie c...

Curtis has been a fantastic for us! We were a bit hesitant about seeking financial advice, but he exceeded our expectations. His understanding of our situation was spot-on, and the advice he provid...

I am not exaggerating when I say this: Curtis is the only person who has made complex financial topics understandable to me. I have met with many advisors over the years and I'm just not someone wh...

I have known Curtis for years and couldn't speak higher of his work. In an industry full of salespeople and misaligned incentives, Curtis stands out as a true advisor. He is incredibly bright and c...

Curtis is thorough and really treats each client on their needs. I feel we really pulled back the onion on my personal situation instead of receiving generic advice. Curtis not only advised me, but...

Curtis has been very helpful for my family to plan our financial future. Curtis is able to give thorough explanations behind alternate financial strategies and I feel confident that my family is ma...

Curtis Pope is an articulate, knowledgeable advisor as well as a great human being. His financial management strategy is level-headed and steady. He can guide busy, working families to a secure fin...

My wife and I have been working with Curtis for the last two years, and we are more than happy with the results. Curtis is extremely knowledgeable about retirement planning and investing. He is ver...

I was in contact with Curtis regarding equity decisions. He guided me through the varying avenues and their financial/tax implications with the company stock that I just recently exercised on, as t...

Curtis does an excellent job breaking down financial planning into understandable content. He volunteered to helm a workshop for low-income youths in a job program I run, and kept each participant ...

Curtis is great to work with. I’m not too finance-savvy but he explains things in a way that I can easily understand and he also provides articles as resources. This is the first time I’ve worked w...

Curtis has been our financial advisor for years and has really guided us in the right direction and delivered on great returns. He breaks everything down, understands his customer base and looks ou...

Curtis was very helpful, patient and good natured. I definitely recommend his services if you are looking to gain greater clarity on the status of your overall finances and retirement planning. Cur...

Curtis was integral in helping me get more organized financially. We’ve worked together to put a plan in place on some old retirement accounts along with my 401k at work. He is very professional an...

Mr. Pope graciously gave his time on a Saturday afternoon to speak to our two dozen high school students about creating SMART goals and how to start a savings plan. He led a dynamic class and engag...

Curtis is a very knowledgeable and honest professional. He never leaves you with unrealistic expectations. He is always candid and if an issue requires more research, he says so without guessing re...

Curtis has been a lifesaver! He's been such a valuable resource as I navigate my short-term and long-term finances. He's knowledgeable and always quick with a helpful response whenever you need it....

Highly recommend Curtis Pope as a financial advisor. Curtis is incredibly knowledgeable and a joy to work with. He simplifies the complexities and nuances of navigating financial planning. He custo...

Curtis is outstanding! Having never worked with a financial planner before, we were a bit intimidated at the outset. He was immediately and immensely helpful, and helped us organize and plan effici...

We thoroughly recommend using Curtis Pope for financial advisement and planning. Curtis is consistently prioritizing our needs and shows understanding of our goals; we feel individually catered to...

Mr. Pope was extremely helpful and responsive to all of my questions. He introduced me to various options to resolve my situation. He's been reliable and is very knowledgeable on financial planning...

Curtis has been incredible both as a financial advisor and guide to help my wife and me learn to discuss our goals and work closer together to achieve those goals. We feel more secure and we have m...

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...

Curtis is a great guy and is attentive to any and all questions I've had. He has a wealth of knowledge and really looks at all angles of a situation in order to help make the best overall decision....

I am not financially literate, so working with a planner seemed like a daunting prospect. CJ made it all easy to understand, and helped us chart a path to achieve our financial goals. I am very p...

My family had some financial trouble. Curtis helped us look at our finances and plan for the future as well as the present. He was very patient and understanding. He did not judge us at all. I left...

Curtis, is understanding, easy to work with, and an outside the box thinker, making the most difficult scenario seem easy to tackle. I highly recommend him to anyone living in the nyc metro area wh...

Curtis has helped my wife and I think seriously about our spending and budget and has lent his expertise to helping us plan for what we need to do now to reach our future goals. So much peace of m...

CJ has been very attentive to my needs. He is thoughtful and personable and follows thru on the recommendations he offers in a timely manner. I have been happy with the service CJ offers and would ...

I interviewed Mr. Curtis for a financial psychology project, and he was very kind and informative. He answered all my questions and took the time out of his busy schedule to help me out. Highly rec...

Mr. Pope has helped me and my clients with their financial needs. Curtis has the unique ability to connect with people and both identify their needs and help them reach their goals. Knowleagble and...

Curtis always amazes me with his insights and more importantly the ability to help me understand the issues. He does a wonderful work looking at my family's whole picture and adding his expertise ...

As first time users of financial planning, Curtis has provided us with very sound advice. He takes the time to listen, asks all the pertinent questions, and provided guidance that work best to h...

I've worked with Curtis for ~8 months. He brought high emotional intelligence and compassion to my financial goals. He gave me a structure to work with that was tailored to me and my needs. I highl...

The financial advice Curtis has offered me has been invaluable and his professional and pensive demeanor engenders a trusting relationship. I often mention him to my close friends as a source of de...

CJ is everything you’d want in a financial advisor. Responsive. Great listener. Knowledgeable and continues to find ways to improve his services he offers clients. I feel confident recommending fr...

We are still working with Curtis but thus far have found him to be knowledgeable, straightforward, and helpful in both goal setting and changing how we think about spending and saving and our relat...

Curtis has given me the tools I need to better manage and budget my money. He is kind, and professional and has helped me look at my finances from a new perspective. Would highly recommend working ...

Every time my wife and I speak with Curtis we learn something new that helps us level-up our financial horizon. Friendly, sharp, and a pleasure to work with. Can't recommend him enough.

Curtis always took the time to work with me as a client. He patiently addressed all queries and always provided ideas and suggestions for the best of the growth of that portfolio !!

Curtis is great at meeting us where we are and building from there. We want to understand the decisions we are making and he is helping us accomplish financial literacy and goals.

Curtis has been a tremendous resources for us. Always willing to reevaluate and advise on changing life goals and situations. Would highly recommend to anyone.

Curtis is excellent! Highly recommend for any company or individual looking for caring, hands on advisement for their business or personal financial growth!

Curtis has been a pleasure to work with. He understood my financial situation + goals and was able to provide thorough, financial advice. Highly recommend!

Curtis was extremely knowledgable about all things financial planning and made me feel comfortable by answering all my questions friendly and efficiently.

Curtis' professionalism and knowledge has been very helpful to me in helping me address my financial goals. I highly recommend his services!