Tom Brenner, Dominic Siwik and Tommy Brenner at Crown Investment Services specialize in stocks, mutual funds, 401k rollover, and retirement planning.
Securities are offered through Southwest Securities Inc
Christopher Parris and Perry Santillo at Crown FB and Estate Planning Services specialize in fixed benefits and estate planning.
All of our partners are available by appointment, phone, and email. Our office hours are 9:00 a.m. – 5:00 p.m., Monday – Friday, but all are flexible and willing to do early morning, evenings, or weekends if the client's schedule dictates their availability. Simply call us and we will schedule according to your convenience. Several of our partners are licensed to work in multiples states, and can travel to meet with you if you would prefer. We work with a variety of companies: Jackson National, AXA, MetLife, Prudential, Curian, WP Carey, Hines, Ohio National, American Funds and many more. Feel free to call with questions at anytime. Our desire is to help you prepare for the future. We are all aware that there are many unknowns, but when it comes to finances, estate planning, and investments, we will find something will be best fit to your needs.
Category: Financial Advisors|Investment Management