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    LPL Financial - Curtis Allen, MBA

    5.0 (6 reviews)

    Services - LPL Financial - Curtis Allen, MBA

    Investment management

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    11 years ago

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    9 years ago

    Curtis was so nice and helpful regarding questions about stocks I had just inherited. I appreciate all the information thanks again :)

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    10 years ago

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    I had what was an unusually low rate from another carrier (home insurance), but I wanted to confirm…read morethat I was getting a good deal, when my renewal arrived with a sizable rate increase. A close friend who's a realtor, mentioned that he refers a number of his clients to Carla's office, and suggested I call. I spoke to Maria, and shared information regarding the coverage I had recieved, and the property in question. Maria promised to get back to me quickly, and she kept her word. She let me know that I had an exceptionally low rate with the existing carrier, and should definitely renew it. She didn't try to upsell me, invent silly reasons why the existing coverage was not good, or any of the other shenanigans that too many of us have come to expect from some insurance folks, sad to say. She also shared with me other insurance options her company offers, and helpful advice around future insurance purchases. Overall, even though I didn't end up purchasing a policy, Maria and the team at Carla's office was outstanding for being transparent, helpful and responsive. I would definitely recommend them, and I hope we have a chance to work together again in the future.

    LPL Financial - Curtis Allen, MBA - financialadvising - Updated August 2026

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