Who We Are

Who We Are

Crystal Brook Advisors is a Registered Investment Advisory firm.
We provide a broad range of investment advisory solutions, including but not limited to comprehensive financial planning and investment management.

We combine contemporary solutions with industry experience by merging technology with live Advisors. Crystal Brook Advisors provides you with a choice of meeting with a CERTIFIED FINANCIAL PLANNER™ online or offline at your convenience.

What We Do

Crystal Brook Advisors design, develop and implement your financial planning program with a short or long-term horizon with transparency, expertise, high quality information, products and services. At the end of the day it is all about you. What are your financial goals and planning needs?

We provide you with customized advice that gives you the opportunity of reaching
your financial goals.

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What We Offer
Advice
A place to find investment solutions based on your individual or company needs
When you sign up with Crystal Brook Advisors you receive:

A dedicated CERTIFIED FINANCIAL PLANNER™ who customizes your financial plan and investment management solutions

A detailed financial action plan that builds upon your goals and how to reach them

A personal calendar that helps you monitor your investment performance and keep you on track

Easy access and support from your CERTIFIED FINANCIAL PLANNER™

Online access to your account information

Access to exclusive content

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Our Team

We are Former Fortune 500, Wall Street and Financial Services professionals. Our experienced team provides you with quality advice by combining research with effective technology tools, bridging tradition and contemporary financial planning and investment management solutions.

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