817-677-1413

Employer-Sponsored Retirement

Provide your Employees with the Assurance that their Futures are Protected

Curlee Insurance and Financial Services provides employer-sponsored retirement plans to businesses in Fort Worth, Dallas, Arlington, Burleson, Crowley, Grand Prairie, and surrounding areas.

Employer-Sponsored Retirement

As a business owner, it’s important to keep your employees happy so your business can run smoothly. Curlee Insurance and Financial Services understands the intricacies involved in running a successful business, which is why we offer employer-sponsored retirement plans that run at little to no cost for your employees. Your employees will be happy with the discounted services they receive, and the plan that your business offers is tax-deductible, ensuring satisfaction on both ends.

With a quality retirement plan in place, your employees can rest assured that their earnings are safeguarded for the future. Your business will experience the benefits of having a happy, productive working environment.

Here are some the employer-sponsored retirement plans we offer at Curlee Insurance and Financial Services:

  • 401(k)
  • 457(b)
  • 403(b)
  • Tax-exempt earnings growth

?Contact a representative at Curlee Insurance and Financial Services today to set up a consultation.

Rapha Medical Plaza

3301 Altamesa Blvd

Fort Worth, TX 76133

Main office: 817-677-1413
Fax: 817-370-0026

Office Hours:

Mon: 8:30 AM - 5:00 PM
Tues: 8:30 AM - 5:00 PM
Wed: 8:30 AM - 5:00 PM
Thurs: 8:30 AM - 5:00 PM
Fri: 8:30 AM - 5:00 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

I was getting tired of disinterested service with the previous insurance agency I had policies with, saw a commercial that promoted the Curlee agency and I just called and inquired about a quote, spoke with Mr. Curlee HIMSELF and he was so professional and nice. AND the quote he gave me offered more perks and cost LESS than what I was already paying. Needless to say I immediately canceled my policy with who I was with and I switched over to Nationwide Curlee Agency. Best decision ever
Blanc
Best team to help you with all your insurance needs. Very personable and knowledgeable.
Hugo
These people are AWESOME! I got my auto and renters insurance here. They were very helpful in answering all of my questions and were able to save me some money plus provide me with better coverage. Big shout out to Morris, Jose, Elvira &, Verandy for all of your help...they really did make me feel like Nationwide is on my side.
DjJohnnyG
I've been a nationwide customer for over 10 years. I started working with Morris after my original agent retired. He exceeded my expectations beyond measure. I'm planning to transfer my retirement and investment accounts to him as well.
Candice