Crumley & Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Crumley & Associates: An Ameriprise private wealth advisory practice serving the Fair Oaks, CA area.

Learn how to get closer to your retirement goals; answer a few questions specific to your life stage.

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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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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  • Proud to be recognized

    Ameriprise Client Experience Award winner

    Thank you

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

Reach your financial goals with confidence

You may have many goals ahead — retirement, education, family events, travel — or be focused on a single need like saving for a new home. We tailor our advice to your goals and go beyond just investments to help you feel more confident across your full financial life.​

Throughout the year, we help navigate the present while staying focused on your long-term goals. We analyze markets and the economy, and monitor changes to taxes and legislation. You receive timely updates and recommendations, ongoing. As your needs change, we work with you to reevaluate your goals and update your overall financial strategy, always based on your time horizon and risk tolerance. At any time from any device, you can track your progress and review your portfolio.​

Our focus is on providing you with trusted advice and outstanding service so you can achieve your goals today and in the future.
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Honored to receive recognition

All of us at Crumley & Associates are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Crumley & Associates team and the great experience we work so hard to provide for our clients every day

Our videos

6 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)