Advisor photo for Curtis Hunter Roy II

Curtis Hunter Roy II

MBA, CRPC

Private Wealth Advisor
Franchise Owner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
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  • Roth Conversions

    How can a 'roth conversion' strategy save you from taxes in the long run?

    Tax -Free Income
  • Portfolio Distributions

    Establishing a healthy portfolio distribution rate for your age is important to your longevity.

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Staying focused on tomorrow’s goals

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

I’ll work with you to provide personalized financial advice that helps you navigate your short-term financial needs while staying focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.
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Manage your cash reserve

Cash is important in today’s environment and using it strategically may help you feel more confident in achieving your financial goals. Learn more today.