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Services

YOUR DREAMS MATTER

At Crew & Lloyd, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

We offer services in these three areas:

Grow

Prepare for retirement by putting your hard-earned assets to work.


Wealth Management

Investments

IRA/401(k) Rollovers

Enjoy 

You’ve worked hard to build your nest egg, now it’s time to enjoy the fruit of your labors!


Retirement Income Strategies

Annuities

Tax-Efficient Strategies

Preserve 

Protect the assets that can help you live the retirement you’ve always imagined.


Asset Protection Strategies

Long-Term Care Strategies

Life Insurance

Survivor Benefits Planning

We can also refer you to professionals who provide the following services:


Trusts

Probate

Charitable Giving

Estate Planning

Tax Planning

Medicare Planning

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

kipp@crewandlloyd.com |  (916) 724-1730