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Specialties
I have been in the Financial Services industry since 2004.
I began by helping families protect what matter most with Life Insurance. A few years later I paid my first claim on policy I had done on a client I had come to know well. The value of having proper protection and a plan in place was solidified in me as I was able to help this family through what was surely one of their most difficult and challenging times. Since then I have also developed a passion for helping people accumulate and protect their hard earned savings. Each client is different and we tailor each strategy to their unique needs. We want to know who you are and what is important to you so that we can find the right fit. Here are few areas where we can provide clarity and solutions with your best interests put first. -Insurance planning -Current and forward looking tax strategies -Social security and retirement planning -Long term care planning -Estate planning -Disability Income solutions With my new location in Kaysville and our general office in Sandy we are positioned well to help protect the people you care about and capitalize on the opportunities that are in front of you. As your needs change we can help you have a strong financial future. If you are ready and want to see how we can help you email me a pjcrookston@ft.newyorklife.com or you can call my office at 801-593-5758.
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Always free for clients.
LUTCF, FSCP
Chartered Designations
What do these credentials mean?
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In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 150 W Civic Center Dr, Ste 600, Sandy, UT 84070 801-567-7400 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Registered branch address: 283 N 300 W Suite 504 Kaysville, UT 84037