Curtis Frisch - Findlay, Ohio

For individuals seeking comprehensive financial planning services, Curtis Frisch presents a dedicated and accessible professional. Mr. Frisch operates out of Savage & Associates, located at Address: 2498 Bluestone Dr Suite A, Findlay, OH 45840. He can be reached directly at Phone: 5674290251. A detailed overview of his expertise and firm can be found on their website: Website: savageandassociates.com.

About Curtis W. Frisch

Curtis W. Frisch is a seasoned financial planner specializing in guiding clients through various stages of their financial lives. His professional journey has been built on a foundation of dedication to providing personalized and strategic advice. He understands that each client's circumstances, goals, and risk tolerance are unique, and his approach reflects this understanding. Mr. Frisch’s core competency lies in developing tailored financial plans that encompass retirement planning, investment management, estate planning, and tax optimization. He diligently works to help his clients achieve long-term financial security and peace of mind.

Key Specializations and Services

• Retirement Planning: Mr. Frisch assists clients in projecting retirement income needs, developing investment strategies, and maximizing retirement account benefits.
• Investment Management: He provides guidance on asset allocation, portfolio diversification, and selecting appropriate investment vehicles based on individual risk profiles.
• Estate Planning: Recognizing the importance of safeguarding assets and ensuring their proper transfer, Mr. Frisch collaborates with legal professionals to develop comprehensive estate plans.
• Tax Planning: Leveraging his knowledge of tax laws and regulations, he helps clients minimize their tax liabilities through strategic planning.
• Financial Education: Mr. Frisch is committed to empowering clients with the knowledge and tools they need to make informed financial decisions.

Location and Accessibility

Savage & Associates, where Curtis Frisch operates, is situated at 2498 Bluestone Dr Suite A, Findlay, OH 45840. The office is designed with accessibility in mind, offering a welcoming environment for all clients. Specifically, the facility boasts a wheelchair accessible entrance and a wheelchair accessible parking lot, demonstrating a commitment to inclusivity. Furthermore, a wheelchair accessible restroom is available on-site, ensuring ease of access for individuals with mobility challenges. This dedication to accessibility underscores Mr. Frisch’s belief that financial planning services should be available to everyone, regardless of their physical limitations. The environment is designed to be comfortable and conducive to productive consultations.

Client Feedback and Reputation

Currently, the company has 0 reviews on Google My Business, indicating a relatively new or recently unreviewed presence. Consequently, the average opinion is 0/5. While this lack of immediate reviews doesn’t necessarily reflect the quality of services offered, it presents an opportunity for prospective clients to experience the firm’s commitment firsthand. Savage & Associates is actively seeking client feedback to enhance its services and build a strong reputation within the community. The team strongly encourages clients to share their experiences to contribute to a more comprehensive understanding of their offerings.

Additional Points of Interest

Beyond the accessibility features, the office itself is maintained to a high standard, creating a professional and reassuring atmosphere. Restrooms are also available for client use.

Conclusion

Curtis Frisch and Savage & Associates offer a valuable service to clients seeking expert financial planning guidance. His focus on personalized strategies, combined with a commitment to accessibility, makes him a strong choice for individuals and families looking to secure their financial future. Despite the current lack of online reviews, the firm’s dedication to client satisfaction and accessibility suggests a promising trajectory. Potential clients are encouraged to contact Mr. Frisch directly to schedule a consultation and explore how his expertise can benefit their financial goals. His commitment to providing tailored solutions and fostering long-term client relationships is a cornerstone of his practice.