1603 Carmody Ct Ste 300
Crey D. Keitzer, Wealth Advisor at Stratos Wealth Partners offers a comprehensive menu of wealth management services.
I am a Registered Representative, holding the General Securities License series 7 with LPL Financial and series 66 with LPL and Stratos Wealth Partners; as well as insurance licenses and other credentials which allow me to offer services in the many facets of investments, pension & profit sharing, financial & estate plan work. My practice continues to be active in retirement plans for individuals and businesses.
Although there are others offering wealth management advice similar in scope, mine is personal in execution. I know you have numerous choices when it comes to establishing a comprehensive plan for financial independence in retirement, so I focus on solutions and strategies that help address your specific needs.
Your financial life is not just about money and wealth; it is about you and your family, your priorities at every stage of life. You have questions; I am able to help you find those answers by creating a financial strategy that reflects your personality, built around your life goals.
With the uncertainty of the market and rising healthcare costs I can help you with a financial plan for the future to include tax-advantaged strategies and help you pursue a life-long retirement income as well as assist you with planning for your loved ones when you are gone.
Specialties: At Stratos Wealth Partners our services and specialties include:
Retirement Forecasting and Design
Estate Preservation & Distribution Development
Business Succession and Organization Sequence Arrangement
In my free time, I enjoy sports, especially my beloved Pirates and THE Ohio State Buckeyes, exercise, and spending time with my lovely wife Rachel.
Stratos Wealth Partners and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation.