Crumbley Financial Services

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About

Richard E Duarte, AAMS, GEPC, LPL Registered Principal • Securities Offered Through LPL Financial • Investment Management & Retirement Planning
CA Insurance Lic. #0833230

We Work For You

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meeting your financial goals and objectives.

Words of Wisdom "The investor of today does not profit from yesterday's growth." - Warren Buffet

We provide assistance in the following areas:

INVESTMENTS

Mutual Funds Common & Preferred, Stock Exchange Traded Funds (ETFs), Corporate Bonds, Municipal Bonds, Government Bonds, Treasury Notes & Bills, Fixed & Variable Annuities, Alternatives (non-traded REITs), Certificates of Deposit

ACCOUNT TYPES

Fee-Based Advisory Accounts, Brokerage Accounts, Traditional & Roth IRAs, SEP & Simple IRAs, 401(k) & 403(b) Plans, Profit Sharing & Money Purchase Pension Plans, College Savings, 529 Plans

FINANCIAL PLANNING

Retirement Income Plans,Wealth Accumulation Plans, Wealth Preservation Plans, Estate Plans

INSURANCE Disability Income Insurance, Life Insurance. Long-Term-Care Insurance

If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact me, by phone or email. I can help you make sense of today's investment climate.

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Features

Mutual Funds
Common & Preferred Stock
Exchange Traded Funds (ETFs)
Corporate Bonds
Municipal Bonds
Government Bonds
Treasury Notes & Bills
Fixed & Variable Annuities
Alternatives (non-traded REITs)
Certificates of Deposit
Fee-Based Advisory Accounts
Brokerage Accounts
Traditional & Roth IRAs
SEP & Simple IRAs
401(k) & 403(b) Plans
Profit Sharing & Money Purchase Pension Plans
College Savings 529 Plans
Retirement Income Plans
Wealth Accumulation Plans
Wealth Preservation Plans
Estate Plans
Disability Income Insurance
Life Insurance
Long-Term-Care Insurance

Other Options

Kristen Young - State Farm Insurance Agent

Providing Insurance & Financial Services At Every Stage Of Your Life • Se Habla Español • License #0G24610

Based on 5 Reviews

Contact Information

Hours

Closed. Opens at 8:00 am
Sunday: Closed
Monday: 8:00 am - 4:00 pm
Tuesday: 8:00 am - 4:00 pm
Wednesday: 8:00 am - 4:00 pm
Thursday: 8:00 am - 4:00 pm
Friday: 8:00 am - 2:00 pm
Saturday: Closed

Location

6020 Commerce Blvd
Suite 121
Rohnert Park, California, 94928
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