Crown Wealth Strategies Lizzie Dipp Metzger CFP Financial Adviser

at 4907 Crossroads Dr Suite A, El Paso , 79922 United States

Crown Wealth Strategies provides quality financial strategies, and offers financial products and services to businesses and individuals.

Address and contacts of Crown Wealth Strategies Lizzie Dipp Metzger CFP Financial Adviser

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Crown Wealth Strategies Lizzie Dipp Metzger CFP Financial Adviser
4907 Crossroads Dr Suite A
El Paso , TX 79922
United States
Email
Contact Phone
P: (915) 541-3338
Website
http://www.crownwealthstrategies.com

Description

We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze your needs and recommend appropriate solutions. Elizabeth Dipp Metzger, founder and president of Crown Wealth Strategies, is a member agent of the Nautilus Group, an exclusive group of less than 240 member agents dedicated to sophisticated Business, Asset Protection and Estate Planning. Elizabeth Dipp Metzger is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser and offers advisory services in the state(s) of TX, NM, and MI. As such, these services are strictly intended for individuals residing in the specific state(s) referenced. Lizzie graduated from Pomona College in 1998 and is a member of NAIFA, the National Association of Insurance and Financial Advisors. She is also a board member of the Paso del Norte Children's Development Center. Lizzie is an active member of the El Paso community. She lives with her husband Brian Thomas Metzger in El Paso, TX with their three children. ----------------------------------------------------------------------- Crown Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. Elizabeth Dipp Metzger is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Texas, New Mexico, and Michigan. As such, these services are strictly intended for individuals residing in the states referenced. Elizabeth Dipp Metzger is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of Texas, New Mexico, and Michigan. Elizabeth Dipp Metzger is a registered representative offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 201 E. Main, Suite 600, El Paso, TX 79901. In this regard, this communication is strictly intended for individuals residing in the states of Texas, New Mexico, and Michigan. No offers may be made or accepted from any resident outside the specific states referenced. Neither Crown Wealth Strategies or New York Life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation before determining any appropriate course of action.

Opening time

  • Mondays: 08:30- 17:00
  • Tuesdays: 08:30- 17:00
  • Wednesdays: 08:30- 17:00
  • Thursdays: 08:30- 17:00
  • Fridays: 08:30- 17:00

General Info

Where are you getting your financial advice? Newspapers? Magazines? Web sites? Cable TV? While financial media can often provide helpful information, it cannot take the place of the personalized advice an experienced financial adviser who is familiar with your particular situation can offer. As a financial adviser with Eagle Strategies, LLC, a licensed agent of New York Life Insurance Company and a registered representative of NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to, college funding, retirement and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Elizabeth Dipp Metzger is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Texas, New Mexico, and Michigan. As such, these services are strictly intended for individuals residing in the states referenced. Neither Crown Wealth Strategies nor New York Life Insurance company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Crown Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

Company Rating

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Summary

Crown Wealth Strategies Lizzie Dipp Metzger CFP Financial Adviser is El Paso based place and this enity listed in Financial Planning category. Located at 4907 Crossroads Dr Suite A TX 79922. Contact phone number of Crown Wealth Strategies Lizzie Dipp Metzger CFP Financial Adviser: (915) 541-3338

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