Crosby Advisory Group Email Format

Financial ServicesOhio, United States2-10 Employees

Crosby Advisory Group, Inc. is a registered investment advisor based in Ashland, Ohio, providing investment management and strategic wealth planning tailored to individual circumstances. The firm operates as a fiduciary, prioritizing clients' interests and offering unbiased guidance intended to support long-term investment results. Its approach emphasizes customizing plans to each investor, taking into account risk tolerance, investment horizon, saving goals, economic conditions, and income objectives to pursue passive income, long-term wealth accumulation, and asset protection. The organization functions as a fee-based advisor, aligning incentives with client outcomes and waiving upfront fees for investment plan construction or financial planning meetings. It describes itself as a small practice serving clients in the Ashland area, with a focus on adapting services to individual needs. Recent developments include partnerships with local organizations to host events, such as a New Year's Resolution Lunch and Learn with the Chardon Chamber of Commerce in early 2024.

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