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.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
- Divorce Finances
Phone NumberCurtis W Mullins at (732) 727-2157
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More