Curtis W. Neuman
Investment Advisor Representative for Financial Security Group.
Curtis received his Bachelors of Business Administration in Finance from the University of Wisconsin and has made his career in the insurance and financial services industry since 1984 . Curtis is licensed for all lines of insurance in the state of Florida. He also holds an amateur radio license; KG4DIW . Curtis works closely with other professional advisors, whose specialties are in real estate and commercial insurance. Due to the multifaceted complexity of the estate planning process, he has a referral network of attorneys and CPAs that are ready to assist in client's complex matters.
Curtis, a seasoned financial professional, has conducted numerous educational programs for many social and civic groups, including Munroe Regional Hospital's Prestige 55 (An organization consisting of over 24,000 members). His distinctive style of management makes complex subjects appear simple and easy to understand. "We promote financial planning, not financial fantasy!" he says. Clients know him as a "trusted advisor". While working, Curtis helps people make smart choices about their money, in order to pursue their goals through values that are important to them.
Curtis is originally from Wisconsin, and has been married to his wife Sue, originally from Chicago, for over 35 years. They have been area residents since 1992. Their son and married daughter live in Ocala as well. In his spare time, he enjoys a variety of sporting activities, spending time with his family and church activities.
1309 SE 25th Loop, Suite 101, Ocala, FL 34471 (352) 351-9288
Investment Advice offered through Reutemann Financial Solutions, Inc.
DBA Financial Security Group, a Registered Investment Advisor.