About Crosby Advisory Group, LLC
Nate Crosby is a Chartered Retirement Planning Counselor and Insurance Advisor for Crosby Advisory Group, LLC.
Nate takes great pride in guiding clients to their financial potential through comprehensive processes of wealth accumulation and asset protection. Nate excels in strategies for generating retirement income that can last a lifetime as well as wealth building strategies for those just beginning.
Nate is a graduate of the University of Mount Union where he was a member of three national championship football teams. He lives in Concord, OH with his wife and three daughters.
Crosby Advisory Group, LLC was founded on the principle that your personal and financial goals should come first. We know financial results do not have to come at the expense of maximum risk. We believe each financial plan is as individual as you.
How much does an investment plan cost?
Crosby Advisory Group, LLC charges a flat fee for managed investment accounts but does not charge a separate fee for the construction of your financial plan. We believe trust is earned, therefore we do not charge an upfront fee for plan construction.
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Macy Vogel, Director of Insurance Operations and Client Services.
Macy is a licensed property / casualty insurance advisor and plays a lead role in day to day management of Crosby Advisory Group, LLC. Macy excels at tailoring insurance portfolios to protect current assets and future earning potential.