Company Description
Financial Planner with a broad knowledge of comprehensive financial planning including insurance, taxation, retirement plans, investments, and estate planning. FINRA licenses held include series 6,7,63, and 65. Current designations include ChFC and CFP curriculum certification. Additional designation held as a Philanthropic Development Officer (PDO) as determined by the National Heritage Foundation for work in charitable foundation creation. Achieved associates degree in business management from the University of New Hampshire prior to enrolling at The American College for finance. Interested in forging worthwhile and stimulating relationships with other professionals in both the financial industry and other similar industries (accounting, legal, lending). Hobbies include travel, golf, baseball, and european automobiles.
Products/Services Offered
Insurance- life, disability, cross purchase buy sell arrangments, estate tax planning, survivorship policies.
Taxation-tax preparation, capital gains minimizing, 1035 exchange, 1031 exchange
Retirement Plans- 401k,403b, SEP-IRA, IRA, Roth IRA, pension, 412i, etc.
Investments- stocks, bonds, mutual funds, CRAT,CRUT, annuities, fixed investments
estate planning- wills, trusts, second to die planning, inheritance issues
learn more at: http://www.geminiservicesgroup.com
Management Team
Curtis Porter ChFC -
Planner / Advisor
Primary Location
Gemini Services Group
77 Gilcreast Rd.
2003
LONDONDERRY, NH 03053
