My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
A graduate from Drexel University, majoring in finance with a minor in mathematics, I have more than 20 years of experience in the financial services industry. I began my Edward Jones career in 2013 as a financial advisor in Parlin.
I am a resident of Parlin with my wife, Michele. Together, we provided care to our grandmother who resided with us. Gram passed away at 96 years old in January of 2022 leaving us as "empty nesters" but leaving me with a better understanding of the challenges that many of my clients have or will face providing care for an aging loved one. I am a past president of the Old Bridge Sayreville Rotary Club and a member of the Sayreville Lions Club.
Relationships are key, and in my view, meeting face to face builds strong relationships. I meet when it’s convenient for my clients because I recognize the challenging needs of their businesses and their lives.
My mission is to make a meaningful difference in the lives of our clients, community and firm by utilizing the resources of our experience, knowledge and relationships.
I would like to help to provide the answers to your questions so that you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Focus areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
- Divorce Finances
Office Information
Phone Number
Curtis W Mullins at (732) 727-2157Branch Team
Office Hours
Weekday | Availability |
---|---|
Mon | 09:30AM - 05:00PM |
Tue | 09:30AM - 05:00PM |
Wed | 09:30AM - 05:00PM |
Thu | 09:30AM - 05:00PM |
Fri | 09:30AM - 05:00PM |
Sat | By Appointment Only |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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