Crown Wealth Strategies

Financial Services - El Paso, TX, US

Crown Wealth Strategies Employees
Paulette Acosta

Director of Client Relations

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Ana Quevedo

Chief Accounting Officer (CAO)

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Brian Metzger

President Of Business Development

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Elizabeth Metzger

Financial Adviser & CERTIFIED FINANCIAL PLANNERâ„¢

Contact Elizabeth Metzger

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Crown Wealth Strategies Details

Crown Wealth Strategies provides quality financial strategies, and offers financial products and services and insurance to businesses and individuals.We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions.Elizabeth Dipp Metzger is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Texas, New Mexico, and Michigan. As such, these services are strictly intended for individuals residing in the states referenced. Neither Crown Wealth Strategies nor New York Life Insurance company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Crown Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

Crown Wealth Strategies logo, Crown Wealth Strategies contact details
Employees: 20 - 49
HQ: 915-613-4300
Location: El Paso, TX, US
Revenue: 1 - 2.5 Million
Financial Planning Investments Insurance Estate Planning Annuities Business Succession 401k Exective Benefits
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