About

Established in 1968, Curtis and Bissonette, Inc. is an independent full-service firm. I am registered as an Investment Adviser Representative with Cetera Investment Advisers LLC. Our Investment Advisory assets under management are $53 million as of September 2025. Our clientele includes individuals at various stages of accumulating wealth for financial independence, retired individuals receiving income from their portfolios, parents preparing for college tuition, corporate portfolios, pension plans, non-profit organizations, and foundations.

After more than 57 years in business, we have created a "boutique" Investment Advisory Firm. We strive to work closely with each of our clients, building both 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.

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.