portrait of Steven A Crespo

About Steven

As an Edward Jones financial advisor, I am blessed to have a job that I love. It is gratifying to work with clients that I consider friends and family.

I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your accountant, estate attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I joined Edward...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Employee Stock Options
  • Portfolio Reviews

Work History

  • Edward JonesNovember 2011 to Current

Education

  • Westfield State CollegeBachelor of Science

Team Members

  • Kelly Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

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