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Home > Financial Planner Directory > New Jersey > Middletown > John J. Crosby, CFP®, ChFC, CRPC, CL
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John J. Crosby, CFP®, ChFC, CRPC, CL

Individual Financial Services, LLC

4 Doris Ln
Middletown, NJ 07748
Phone: (732) 706-0912
Fax: (732) 957-9404

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Household Income Minimum: $150,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care

 

Foreign Languages
  • English

 

About My Practice

N/A

 

Experience

29 years in the financial services industry. 

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63, 65
Insurance Licenses
Life insurance: NJ, NY, Health/disability insurance: NJ, NY, Fixed annuities: NJ, NY, Variable annuities: NJ, NY
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CAS, CRPC, CLTC
Broker-Dealer Affiliation
Ameritas Investment Corp.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.