Retirement & Wealth Strategies
Amy Curzenski, MBA, currently serves as a Client Services Associate at RWS Financial Group, a position held since November 2019. Prior experience includes roles as a Financial Administrative Assistant and Client Services Assistant at Community Choice Credit Union, where responsibilities encompassed client support, report creation, and data management. Additionally, Amy completed an internship in Academic Human Resources at Oakland University, focusing on maintaining employee files, organizing grievances, and developing content for various HR materials. Amy holds a Master of Business Administration from Walsh College and a Bachelor's degree in Human Resources Development from Oakland University.
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Retirement & Wealth Strategies
Wealth begins when you take a long-term view Taking the long-term view requires a disciplined approach that is tailored to your individual needs to ensure that your vision and values drive the plan. It is our job to translate those visions and values into an integrated plan that encompasses: •Personal investment strategies •Tax planning techniques •Retirement readiness •Estate planning •Insurance analysis •Maximizing financial opportunities At RWS Financial Group, we utilize our knowledge and experience in retirement and wealth strategies to guide you through your financial journey. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through RWS Financial Group LLC, a Registered Investment Advisor. Cambridge and RWS Financial Group LLC are not affiliated.