John J. Crosby,  CFP<sup>&reg;</sup> - Financial Advisor

John J. Crosby, CFP®

ChFC,CLTC,CRPC

Managing Director

Individual Financial Services, LLC

2517 Highway 35, Ste L101
Manasquan, NJ 08736-1920
(732) 706-0912 CONNECT WITH John
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General

John Crosby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Individual Financial Services, LLC in Manasquan, NJ and the surrounding communities.

Financial Advisor Experience

36 years providing financial planning services. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC, CLTC

Insurance Licenses

  • Life insurance: NJ, NY, PA
  • Health/disability insurance: NJ, NY
  • Fixed annuities: NJ, NY, PA
  • Variable annuities: NJ, NY, PA

Broker-Dealer Affiliation

Ameritas Investment Corp.

Broker-Dealer Disclaimer

Securities and advisory services through Ameritas Investment Corp. Member FINRA/SIPC. AIC is independent of other companies.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes

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