Advisor photo for Jeffrey Michael Crosby

Jeffrey Michael Crosby

Private Wealth Advisor
Crosby Wealth Advisors
A private wealth advisory practice of Ameriprise Financial Services, LLC

An Ameriprise Private Wealth Advisor

  • Your financial priorities

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

    Explore insights

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

  • What we do

    We offer personalized financial advice based on your goals and provide an upfront overview of costs.
    Get started

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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.

Featured insights

  close
View more markets and economic insights

Evaluate your 401(k)

Many people wait to roll over their 401(k) dollars until they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you evaluate the pros and cons and determine if a rollover fits with your overall retirement savings strategy. Together, we can help you work toward your financial future with more confidence. Learn about your options with the Rollover Evaluator.