Successful Wealth Management Through
 Personalized Financial & Retirement Planning

Office: 203.221.0202
staff@cruicefinancial.com

 

In The News

The Brexit vote certainly surprised the majority view including the global financial markets…read more

Q1 GDP Revised Up, But Risks Weigh On the Outlook…read more 

The Brexit decision decreases the likelihood for further Fed rate hikes in 2016, given the Fed’s sensitivity to the global financial markets…read more 

Consumer Confidence Rebounds…read more

 

Welcome to Cruice Financial

There’s no shortage of get-rich-quick deals and wealth accumulation strategies that over-promise, but will those “poof, you’re rich” schemes help you sleep better? For over 20 years, the Cruice Financial Organization has been dedicated to providing its clients with investment peace of mind and confidence in their financial future. We believe in prudent, long-term investment management through disciplined financial planning. Our approach stresses the importance of developing and implementing a sound, real-world plan that protects your current wealth while building higher levels of future prosperity. As your personal CFO, we will guide you forward through our hard work, diligence, and agility to meet your evolving personal needs in a dynamic world.

Let’s get started

To get a true idea of our dedication, experience and vision, call us today for a consultation. We’re confident that you’ll start sleeping better after our very first meeting.

                                                —Jay S. Cruice, Jr., M.B.A., CFP™, CLU, ChFC, CFS

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C.F.O. Financial Planning is a disciplined process that can help you accomplish your life goals including taking control of your financial life, making sound financial decisions and ultimately achieving financial independence and a satisfying retirement.

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C.F.O. Financial Planning is rooted in and secured by sound, cost effective risk management strategies that help you sleep well at night by protecting your family’s financial future against the unforeseen expenses that arise from potential liability, disability, life and other health risks.

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C.F.O. Financial Planning – above all else – is directed toward the achievement of our clients’ long-term prosperity, which is more than about just wealth accumulation. Prosperity includes the personal enrichment that comes from pursuing good health, maintaining strong family values, and having a solid sense of personal accomplishment and goal achievement.


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