817-677-1413

Mutual Funds

Investment Strategies for a Better Future.

Investing in your future is one of the most important financial decisions you can make. Not only is it a way to create a comfortable retirement, but it’s also an important strategy that can positively affect your family’s peace of mind.

At Curlee Insurance and Financial Services, we’re committed to advising you on making smart financial decisions by offering investment services such as Mutual Funds. These pooled investments in assets like stocks, bonds, and money markets can help either individuals or employees benefit based on the performance of companies and securities that fall into any of the asset categories. Shareholders can then receive equity position in each fund.

Since there are many types of Mutual Funds, it’s important to discuss your options with a professional who can advise you on how to invest wisely. Contact an investment professional at Curlee Insurance and Financial Services to learn more about how Mutual Funds can benefit your financial future.

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