What does it mean to provide independent financial planning services?
To Cruse Investments, it means focusing first and foremost on the best interests of our clients.
We are an independent investment firm and are able to offer a wide range of investment vehicles without the sales pressure often found in the larger brokerage firms. Because we are under no pressure to promote proprietary products or meet sales quotas, our focus is on identifying investment vehicles that best fits our client’s needs, time horizon and risk profile.
Cruse Investments represents the best of both worlds: a small, boutique firm with access to the resources of a large broker/dealer.