25 Customer Reviews
Review from Sara C
5 stars07/23/2024
Easy to work with Keeps you involved and informed Super nice and the staff is awesome! Lays out the information in simple terms and easy to understand. He gets what is going on and helps anyway he can Thank You Bear Market!! Sara CReview from Matt U
5 stars07/23/2024
Curtis/Bear Market Financial Services hit the nail on the head for us. Entering the years before retirement involves research and planning. After listening to Curtis and meeting with him one on one we decided without a doubt it was the path to take. I have met with and interviewed many investment advisors and non are as in tune with preserving exisitng wealth as Curtis.Review from Kevin G
5 stars06/24/2024
Good staff and all their marketing principles make sense to me.Review from William S
5 stars12/21/2023
We have been very happy with the service we have received from Bear Marketing. William and Joan ******Review from Dora H
5 stars12/20/2023
Curtis and staff are very friendly and welcoming. He takes the time to answer any questions, dive into details and explain investment options in clear and understandable terms. Very personal service by this group.Review from Richard S
5 stars12/18/2023
We recently had the pleasure of working with Bear Market Financial Services and were impressed by their responsiveness, knowledge, and friendliness. They were able to answer all of our questions and provide us with the information we needed to make informed decisions. We would highly recommend them to anyone looking for financial services. From the initial meeting with Curtis and his team, we found them very credible. Curtis recommended various solutions based on our individual financial goals. With those recommendations we've opened two accounts and have been very pleased with the processReview from Mike G
5 stars12/15/2023
As we’re nearing retirement age, my wife and I were looking for a way to protect a portion of our portfolio from any downturns in the stock market, yet still be able to get a competitive rate of return on that money. We found this with Bear Market Financial. Curtis is very knowledgeable and down to earth and was able to clearly explain the various options to us. Thanks for your help!Review from Judith P
5 stars12/15/2023
Curtis J**** at Bear Market Financial is very professional and knowledgeable about taking care of your investments. I know that I am in amazing hands. Very kind and personable. You can trust Bear Market Financial and Curtis J**** with all of your financial needs!Review from Cherie S
5 stars12/14/2023
We highly recommend Bear Financial after starting an account with them. They did a lot of the work involved to get money rolled over from our more traditional accounts to accounts that are less risky at this time in our lives. They made it quite easy! We feel good about our decision to work with Bear Financial.Review from Gwen S
5 stars12/14/2023
Very pleasant company. They answered our questions in a professional manner. Easy to understand and informative.
Customer Review Rating
Average of 25 Customer Reviews
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