As a Financial Representative, Joshua assists in guiding clients on the path to retirement, those currently in retirement, estate planning, financial goals, saving for education, wealth distribution, charitable donations, tax advantage strategies and risk mitigation. Joshua focuses on learning about each individual or family's needs, and desires to create a tailored strategy that will help achieve their financial goals.
Coming from a teaching family, with his Mother and Aunt in the education field, he naturally has a passion to help other educators on their financial journey, and to retire when and where they desire.
As an Affiliate Member of the Ann Arbor Board of Realtors, Joshua has been cultivating relationships in Real Estate for 15 years.
Born and raised in Ann Arbor, MI, Joshua has many ties to the University of Michigan and experience with how individual comprehensive financial planning can help maximize University of Michigan employee benefits
B.S., Eastern Michigan University,
Licenses: Life/Health/Variable Annuities
Golf, Walking with his dog Louis
Joshua Curmi is a Financial Representative and Investment Advisor Representative with Securian Financial Services, Inc.DOFU 12-2019 TN 2864485