Find the Certified Financial Planner™
Who's right for you.

W. Thomas Curtis, CFP®, EA

FSP and Associates, LLC

841 Quince Orchard Blvd
Ste H
Gaithersburg, MD 20878-1615
Phone: (301) 258-0300 x105
Fax: (301) 869-8574

Toll-free: 1-800-318-6880

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Banking
  • Charitable & Planned Giving
  • Business Taxes
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Corporate Finance
  • Getting Divorced
  • Insurance
  • Real Estate
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: We view each relationship on an individual basis. We do not place minimums or maximums on the client relationships we choose to develop