David Kurtz

David Kurtz

Financial Professional

Retirement Planning Specialist

Joined Equitable Advisors 1994

Married 1996 to Leslie R. Kurtz

Three Children Justin, Matthew, and Molly

Member Sacred Heart Church, Fairfield, Ohio, 45014

Member Greater Hamilton Chamber of Commerce

Member Million Dollar Round Table

Retirement Planning Specialist, Wharton Certificate in Retirement Planning 2009, 2010, 2011

Member Sterling Group

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Kurtz & Associates is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 513-894-9600
Fax 513-894-9602
Mobile Phone 513-886-6577