What we Do

Financial Planning

Financial goals are life goals

New job, old car, next lease, or first steps, no matter what life throws at you, together we’ll map out a plan and help you find the right path to get your money working to get you there.

Investment Planning and Management

Make your money work smarter

We’ll have a conversation about your needs, your comfort zone, and give you advice, and a hand, to make the best choices to reach your right-now, nearby, and down-the-road goals.

Retirement Planning

Your next (all-expenses paid) adventure

Your advisor will work with you to plan for those long-term (or short-term) life chapters with guidance on the right course of action for you for you to live for today and plan for tomorrow.

Education Planning

We’ll do the homework

We’ll help you navigate 529s, Coverdale IRAs, prepaid tuition, financial aid, scholarships, you name it, to fit into the picture of funding your children’s future. We’ll make it easy, so you don’t have to sweat it in-between everything else your little angels put you through.

Protection Insurance Planning

Live the life you want. We’ll help protect it

Our Insurance specialists will assist you in determining what type of insurance (from health to property) is right for you, your family or business.

Tax Planning

We love to start reading at the fine print

We’ll help you sort through the annoying parts of your taxes and give you advice so you know what you can do to minimize any not fun surprises while keeping your financial goals on track. *Note: Crystal Brook Advisors is not a tax advisor/CPA or attorney nor do we provide legal advice.

Estate and Trust Planning

Leave a legacy

Whether you need help growing, maintaining, moving, or passing on your most important assets, we’re here to make sure it’s not a headache.

Our Story

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.

Contact Us

Address

P.O. Box 390
Mt. Sinai, New York, 11766

Questions

info@crystalbrookadvisors.com

917-449-9600