Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Crystal Lagger
- CFP
- President
Crystal has always understood that people’s investment plans and decisions are unique and personal to their situations. She also understands that a genuine connection and listening are important to help people meet their goals. She started Lagger Wealth Management to give her clients and her community a stronger standard in investment planning. Crystal knows that you work hard for your money, which is why she has always worked harder for her clients. In fact, that’s one of the reasons she earned her CERTIFIED FINANCIAL PLANNER™ professional designation from the College of Financial Planning. This is an achievement and designation that only about 29% of Financial Advisors* have and provides Crystal with more tools to better serve her clients.
When working with her clients, Crystal listens deeply before outlining the available solutions. Her collaborative approach to wealth management means she treats her clients like friends and family. This puts her in a distinct position to help them navigate the critical moments when emotional decisions must be made during their investment journey.
Crystal, originally from the Toledo area, graduated from the University of Florida with a bachelor’s in finance before making the decision to come back home to Toledo. Outside of the office, you’ll find Crystal traveling, spending time at the lake, or cheering on her kids at their sporting events. Crystal hopes to be the difference-maker in your financial life - connect with her today.
*FINRA Statistics as of 12/31/2020 and CFP Board Professional Demographics as of 11/16/2021
When working with her clients, Crystal listens deeply before outlining the available solutions. Her collaborative approach to wealth management means she treats her clients like friends and family. This puts her in a distinct position to help them navigate the critical moments when emotional decisions must be made during their investment journey.
Crystal, originally from the Toledo area, graduated from the University of Florida with a bachelor’s in finance before making the decision to come back home to Toledo. Outside of the office, you’ll find Crystal traveling, spending time at the lake, or cheering on her kids at their sporting events. Crystal hopes to be the difference-maker in your financial life - connect with her today.
*FINRA Statistics as of 12/31/2020 and CFP Board Professional Demographics as of 11/16/2021