Ready to Get Started?
The success of our clients is our #1 priority so we only take on a handful of clients at a time and we work only with clients that we know we can help succeed.
Crystal Marketing Solutions will likely be a fit if you:
- Are fee-only, fee-based, or hybrid Registered Investment Advisor.
- Have up to $1.5 million in revenue.
- Serves individuals, families, business owners, pre retirees, retirees, and/or associates targets.
In order to best serve our clients, we only work with a select number of clients at a time. At the current moment, we are at capacity but we encourage advisors interested in working with CMS to first complete this questionnaire.
Not Sure Where to Start?
Give us your information, and we’ll be in touch!