" I am not oriented to one- time transactions but focus on developing long-term relationships with clients. I apply my experience and broad industry know-how to design customized strategies to help them work toward their financial goals. "
Curtis Taylor is CEO and Managing Director of Denver Financial Services, LLC. He brings over 30 years of experience in the financial services industry; 26 years with Prudential Financial Services, 5 years at New England Financial and 10 years at National Financial Services(NFSG).
Specializing in the areas of life insurance, retirement and financial estate planning, Curtis utilizes his extensive background in the financial services arena to provide his Clients with a positive and productive planning experience. He is not oriented to one-time transactions but focuses on developing long-term relationships with Clients. He applies his experience and broad industry know-how to design customized strategies that help Clients work toward their financial goals. A key component of Curtis’ practice is working as a team with CPAs to better serve their Clients.
Curtis remains active in professional organizations as a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Charlotte, Lake Norman, Mooresville and Lincoln County Chambers of Commerce.
Despite his many years of success, Curtis will tell you that his primary goal at this point in his career is the same as it was in the beginning, “to simply do what’s best for my clients.”
Curtis is a Navy veteran and a native of West Virginia but North Carolina has been his home since 1978. He and his wife reside in the Lake Norman Area, they enjoy spending time with their four children and grandchildren.
Curtis Taylor is a registered representative of, and securities are offered through USA Financial Securities Corp., Member FINRA/SIPC. 6020 E. Fulton St., Ada, MI 49301. Denver Financial Services, LLC is not affiliated with USA Financial Securities.