Crews & Associates

Financial Advisory
& Investment Services

Our Financial Advisory and Investment Services team provides trusted advice and investments to serve our clients’ financial needs and attain their goals. We work with each client to review their current investments, develop an investment strategy, and then execute the plan to build the future our clients envision.

0 Clients
0 Assets*
0 Offices
* Client assets held with Crews for safekeeping and investment.

Services

Financial planning

Retirement planning

Estate planning

College planning

Income planning

Insurance

Flexibility

Our goal is to meet the needs of our clients wherever they are and help them with their investments whichever way they choose. No client is the same; therefore, we have always prided ourselves on giving clients the flexibility to manage their investments through a traditional brokerage account or on a fee based approach. Time has taught us that the client is always right and we need to meet them where they are.

Our goal is to meet the needs of our clients wherever they are and help them with their investments whichever way they choose.

No client is the same; therefore, we have always prided ourselves on giving clients the flexibility to manage their investments through a traditional brokerage account or on a fee based approach. Time has taught us that the client is always right and we need to meet them where they are.

Products

Stocks

Municipal Bonds

Corporate Bonds

Mutual Funds

Life Insurance

Unit Investment Trust

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