Steven A. Crespo
- Role
- Financial Advisor at Edward Jones
- Location
- Springfield, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven A. Crespo
As a financial advisor, I enjoy the opportunity to partner with individual investors on…
Experience
Financial Advisor
Oct 2011 — Present
Skills
- Portfolio Strategies
- Asset Allocation Strategies
- Wealth Preservation Strategies
- Financial Analysis
- Estate and Legacy Strategies
- Investment Allocation Strategies
- Cds
- Mutual Funds
- Wealth Transfer
- Roth Iras
- Roth Ira's
- Fixed Annuities
- Asset Protection Strategies
- Immediate Annuities
- Strategic Planning
- Cd's
- Asset Allocation
- Estate Considerations
- Wealth Protection Strategies
- Portfolio Review
- Wealth Management
- Stocks
- Financial Assessment
- Wealth Strategies
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.