Alex Crouch – Edward Jones

Alex Crouch is an Edward Jones financial advisor serving the Syracuse area, with a particular focus on workplace retirement plans. The advisor earned the Chartered Retirement Plan Specialist designation in order to reach people where they work and help them plan for the future, and the work happens one conversation at a time.

The approach is personal. Rather than setting up a plan and checking in once a year, the advisor works one on one with a company’s employees to help them understand the plan, enroll and make confident choices. For employers, the pitch is better participation, stronger contributions and a benefit employees value.

What to Know

• The focus is workplace retirement plans for businesses and their employees.
• Employees get one-on-one conversations rather than group seminars or generic handouts.
• Employers get help with plan details, including fiduciary responsibilities.
• The advisor holds the Chartered Retirement Plan Specialist designation.
• Alex Crouch is a member of the Greater Liverpool Chamber of Commerce.