our mission? help you retire comfortably
Experience as a resource
Your advisor, Michael Crupi, M.B.A has been in financial services for 35 years. Michael has worked in management positions for Pacific Life, The American Funds, Transamerica, SunAmerica, Jackson National Life, CNA and most recently Gold Coast Securities as a financial advisor before venturing out on his own. Note: CA Ins. License 0D34972
ZOOM with us! If your portfolio is $300,000 or more, meet with us via ZOOM for a free financial review and custom-made retirement report valued at $750 (scroll down for details).
Free Rollover Report
In addition to your free retirement report, we will provide a free rollover report, known as a hypothetical. All of our recommendations are based on hypothetical reports from companies that you are familiar with and that are "A" rated or better by Moody's, S&P rating services.
Looking for safety?
If you are thinking of retirement, it means you are approaching the "preservation stage" of your retirement journey. This means simply finding growth opportunities with less (or no) risk. This is our specialty.
Contact Us
Ready for that ZOOM call?
Call 310-493-9989 or email us at:
info@theinvestmentpros.com
Hours
Open today | 09:00 am – 05:00 pm |
