What we think

What types of accounts may I open at Crystal Brook Advisors? (Opening an Account)

by Peter J. Creedon
  • Digital Online Investment Account (Robo Advisor Account)
  • Individual Account
  • Joint Accounts
  • Wrap Account
  • JTWOS (2 or more account holders)
  • Joint Tenants in Common (2 account holders)
  • 529 College Savings Plan
  • Coverdell College Savings Plan
  • Traditional IRA (Individual Retirement Account)
  • Roth IRA
  • Individual 401(k)
  • 401 (k) – (company/organization retirement plan)
  • 403b – (company/organization retirement pan)
  • 457 – (company/organization retirement plan)
  • Deferred Executive Compensation Plan
  • Employee Benefits: Health, Disability and Life Insurance
  • Defined Benefit Retirement Plan
  • Estate Account
  • Trust Account
  • Advantage Account (Debit Card and Checking Writing).
  • Individual Insurance Accounts: Life Insurance, Disability Insurance and Long Term Care Insurance
  • Business Insurance
  • Financial Planning for Non-US Citizens

A CERTIFIED FINANCIAL PLANNER™ and New Accounts Department representative will assist you in opening your new account. If your account is held at another organization, we will seamlessly help you transfer your account to Crystal Brook Advisors.