Crown Financial Partners, LLP
Crown Financial Partners, LLP was founded in 2011 as a partnership for a reason. We partner with our clients to review their current financial situation, help them set goals, recommend strategies to pursue their goals, and most importantly meet regularly in an effort to stay on track. Our multi-advisor partnership allows for another set of eyes and possibly a different opinion about how to address any objective. We collaborate with attorneys, certified public accountants, third party administrators, investment bankers, trustees, realtors, mortgage lenders, estate planners, and insurance specialists as well as mutual fund, bond, unit investment trust, master limited partnership, business development company, real estate investment trust, and annuity specialists to bring up to date financial products and strategies to the table for our clients to consider. Our extensive network allows us to bring in the necessary specialists when needed as we strive to help create financial stability and security for each of our clients.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Partners, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, please send us an email to: firstname.lastname@example.org or call us at 601-605-6333.