Accurate Solutions Group, Llc
At ASG, our mission is to help our clients retire with the Confidence, Clarity & Independence they deserve. Our Retirement Blueprint process helps us accomplish that mission by addressing five areas that are critical to a successful retirement: Income Planning | Investment Planning | Tax-Efficient Strategies | Healthcare Planning | Legacy Planning Owner, Curt D. Knotick, has over 30 years experience in the insurance and financial services industry. Taking a team approach, we will help you define what is important to you in each of these key areas. Ultimately, the plan we develop together must be fundamentally sound, but more importantly, it must instill the confidence that will enable you to stay the course when the inevitable tough periods come around. Link to Broker Check, where you can check out our profile: http://brokercheck.finra.org/ Investment Advisory Services offered through ASG Investment Management, LLC, CRD #292445
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Verified contacts
8
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
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Distinct roles
8
indexed titles
Tech stack
0
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Monthly traffic
85
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Decision-makers and verified team members
8 contacts with verified email or phone · masked until revealed.
- AH
Adam Holl
Service Representative · Customer/Client Service
EmailPhone - DL
Dawn Link
Assistant CCO Client Services · Other
EmailPhone - EL
Ethan Lane
Associate Financial Advisor · Finance & Accounting
EmailPhone - CK
Curt Knotick
Managing Partner · General Business & Management
EmailPhone - II
Ian Irvin
Marketing Director · Advertising & Marketing
EmailPhone - CK
Chris Knotick
Events Coordinator Co Founder · Other
EmailPhone - MB
Matthew Bluhm
Case Design Client Services Specialist · Other
EmailPhone
Showing 7 of 8 verified contacts
Top roles at Accurate Solutions Group, Llc
8 distinct titles indexed · top 8 shown.
- 1assistant cco client services
- 1associate financial advisor
- 1case design client services specialist
- 1dba
- 1events coordinator co founder
- 1managing partner
- 1marketing director
- 1service representative
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