Think tip of the iceberg. Crew Financial Collective is a single door opening to a powerful network working below the surface to get you to great. Through our association with Commonwealth Financial Network®, our Collective includes teams in Investment Management and Research, financial and estate planning, industry leading technology, and more.
As our broker/dealer, Commonwealth has 40 years in business and total account assets of about $161 billion*, with the depth of infrastructure so key to getting you to great.
*As of 12/31/2018
While the Collective refers to the resources working below the surface of our local office, your Crew are the experts you see. The work of your Crew Financial Collective Advisor here, your CPA, the lawyer drawing up your will, all are coordinated for you while you're busy living your life.
Handling a big change? We can add a certified counselor and life coach to your Crew to smooth the transition into retirement, loss of a spouse or divorce.
Life takes a Crew, and if you don't have one, let's help you build it.
Because we think that we can totally reinvent the way financial advice is delivered simply by answering what you're really asking - and by being impartial about the investments and solutions we deliver so that your agenda is the only one on the table.
If you're asking if you can live the life you want in retirement, we'd rather tackle that straight on than bury you in an avalanche of reports. Love the details? We'll take you as deeply into our research and strategy as you care to go.
If you want help managing finances now for your family, then let's do that.
Wonder if there are smarter moves you can be making now with your money?
Let's find out.
We are located on St. Simons Island in Plantation Village off Demere Road, in The Cottages section. Our address is 400 Main Street, Cottage 5, which backs up to our former office in Cottage 6.
Beverly founded what is now Crew Financial Collective, originally Addington McBride Financial Advisors, in 2009 to expand the practice begun with her original Atlanta, Georgia firm. She says that one of her best moves was aligning with Commonwealth Financial Network® in 2017 and tapping into their vast resources for her clients. more
Laura has an extensive background in financial services, including twelve years with Merrill Lynch, six as a financial advisor in her own right, before joining Crew Financial Collective in 2015. Laura is the hub of the office, and clients greatly appreciate her professionalism and knowledge of the industry.
Darlene joined us in the fall of 2019 and already has proven to be invaluable and irreplaceable. She is the cheerful voice on the end of the phone, and brings sixteen years of experience in financial advisory services. Her energy and happy demeanor brighten up every room she's in, and we are blessed to have her on the team.
It is never too early to get started on your investment plans. Tell us more about your financial dreams and goals, and we will get you started on a plan to achieve them. Let's get you to great!
400 Main Street, The Cottages, #5 / St Simons Island, Georgia 31522
Office Hours: By appointment
Monday - Thursday: 9:30 am - 4:30 pm
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This communication is strictly intended for individuals residing in the states of GA, SC, NC, FL, IN, & MI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org www.SIPC.org , a Registered Investment Adviser. Fixed Insurance products and services offered through Crew Financial Collective™, 400 Main Street, Cottage 5, St. Simons Island Georgia, 31522, Tel: 912.268.2176
CREW FINANCIAL COLLECTIVE ™
400 Main Street, The Cottages, Number 5, St. Simons Island, GA 31522
Copyright © 2019 CREW FINANCIAL COLLECTIVE ™ - ALL RIGHTS RESERVED