Jeffrey Michael Crosby

Jeffrey Michael Crosby

CLU®

Private Wealth Advisor
Chartered Life Underwriter
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our Focus

We listen and understand our clients, their unique goals and what matters most to them. Through our compassion, knowledge and vast experience, we lead clients on their journey through life to feel confident and empowered to help achieve financial security.

How we’ll work together during the COVID-19 pandemic

Our team remains available and committed to serving you. As we continue to prioritize safety, we will conduct our client meetings via phone or online, rather than meeting in person.

My videos

4 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)