What We Do Best

Investment Management

We are specialists in balanced-risk portfolio strategies that provide for consistent long-term growth and income.

Financial Planning

We are specialists in successful retirement income planning and management.

Our Approach

There’s no shortage of get-rich-quick deals and wealth accumulation strategies that over-promise, but will those “poof, you’re rich” schemes help you sleep better? For over 20 years, the Cruice Financial Organization has been dedicated to providing its clients with investment peace of mind and confidence in their financial future. We believe in prudent, long-term investment management through disciplined financial planning. Our approach stresses the importance of developing and implementing a sound, real-world plan that protects your current wealth while building higher levels of future prosperity. As your personal CFO, we will guide you forward through our hard work, diligence, and agility to meet your evolving personal needs in a dynamic world.

Let's Get Started

To get a true idea of our dedication, experience and vision, call us today for a consultation. We’re confident that you’ll start sleeping better after our very first meeting.

—Jay S. Cruice, Jr., M.B.A., CFP™, CLU, ChFC, CFS

The Cruice Financial Organization is a Registered Investment Advisor with the U.S. Securities and Exchange Commission.