Successful Wealth Management Through
Personalized Financial & Retirement Planning
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Achieving Financial & Investment Goals with Peace of Mind
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Personalized Financial & Retirement Planning for Over 30 Years

55 Greens Farms Road
Westport, CT 06880
Phone:
  • 203.221.0202
Fax:
  • 203.221.0234

In The News

CFO February 2019 Economic and Financial Market Outlook

After peaking in September, the U.S. stock markets suffered a surprisingly deep correction during the 4th quarter of 2018, driving the global equity markets lower to finish 2018 with some of the worst overall declines since 2009. We believe the dramatic dive in the global stock markets during Q4 was caused by widespread investor capitulation that turned an overdue, orderly correction into a “mini-panic” with increasing investor fear and selling pressure as the stock markets declined. As we briefly summarize below, there were few places to hide [Sources: Morningstar, Ned Davis Research, Thomson Reuters]:.…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.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck