Embedded Files
Investment Advisory Services
Investment Advisory Services
Curtis Nicholls, Ph.D. is a registered investment adviser in the state of Pennsylvania. With more than 5 years as a registered adviser and 20+ years within accounting and financial services, he can guide you through the process of creating a financial plan to cover you in every stage of life.
Investment Advice
Investment Advice
Meet with me (digitally or in person) to discuss your financial situation, outline goals, and chart a course for investment success.
During our consultation we will analyze your current investment portfolio, creating a comprehensive foundation for investment decisions.
Each 60-minute consultation will be followed with written investment recommendations.
Consultations can also be used to discuss budgeting, tax strategies, small business formation and organization, and a variety of finance-related topics.
Sign up for a 30 or 60-minute session by completing the google form using the button below (pricing included on the form).
Portfolio Monitoring
Portfolio Monitoring
I will create an online version of your portfolio; I will track and provide any quarterly recommendations and changes.
You will have access to the online monitoring tool so you can follow your investments!
It is important to note: I do NOT take possession of any investment funds. You will continue to retain your money and will need to make any changes in your personal portfolio.
Educational Sessions for New Medical Professionals
Educational Sessions for New Medical Professionals
Highly-acclaimed and long-running (since 2013) education session for new medical professionals. This interactive session covers a wide range of topics relevant to residents and new attendees beginning their financial journey. Topics range from student loans (& student loan forgiveness) to malpractice insurance, life insurance, etf's and retirement accounts. To contact me about providing a session at your hospital or medical practice, please complete the form at the following link (prices can be found on the form):
What I will NOT do:
Attempt to sell you on additional products. I do NOT collect additional fees from selling products or referring clients to other services.
Take possession of your funds and invest on your behalf. If you are looking for someone to invest on your behalf, you are going to pay significantly more for their services.
Prepare tax returns or other government filings on your behalf; I am not a tax preparer. I can provide a references to tax accountants.
Prepare estate documents on your behalf; I am not an attorney. I can provide references to estate attorneys.
Page updated
Google Sites
Report abuse