Elizabeth Dipp Metzger

Elizabeth Dipp Metzger Email and Phone Number

Financial Adviser and CERTIFIED FINANCIAL PLANNER™ @ Crown Wealth Strategies
El Paso, TX, US
Elizabeth Dipp Metzger's Location
El Paso, Texas, United States, United States
Elizabeth Dipp Metzger's Contact Details

Elizabeth Dipp Metzger personal email

About Elizabeth Dipp Metzger

As a Financial Adviser, I provide clients with an integrated investment and insurance strategy focused on maximizing value over the course of their lifetime to clients in Texas, New Mexico, New York, New Jersey, Pennsylvania and Michigan.I primarily support families, business owners, and the affluent market in planning for retirement, college, estate, and business planning.I am a Member Agent of The Nautilus Group, a select group of under 250 member agents nationwide focusing on Business and Estate Planning.I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. I am not licensed in all jurisdictions. CA ins lic. #0M77202. I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of TX, PA, NM, MI, NJ, and NY. As such, these services are strictly intended for individuals residing in the states referenced. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of TX, NM, MI, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Crown Wealth Strategies 4907 Crossroads Dr Suite A El Paso TX 79922 915-613-4300. Neither Crown Wealth Strategies nor New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Crown Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Registered Branch Address:621 N Resler DriveEl Paso, TX 79912

Elizabeth Dipp Metzger's Current Company Details
Crown Wealth Strategies

Crown Wealth Strategies

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Financial Adviser and CERTIFIED FINANCIAL PLANNER™
El Paso, TX, US
Employees:
10
Elizabeth Dipp Metzger Work Experience Details
  • Crown Wealth Strategies
    Financial Adviser And Certified Financial Planner™
    Crown Wealth Strategies
    El Paso, Tx, Us
  • Crown Wealth Strategies
    Financial Adviser & Certified Financial Planner™
    Crown Wealth Strategies Apr 2013 - Present
    El Paso, Texas, Us
    Crown Wealth Strategies provides quality financial strategies, focusing on wealth planning strategies for professionals, physicians, and business owners. We offer financial and insurance products and services, and employee benefits services to businesses and individuals.Crown Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.
  • Pur Cold Pressed Juices
    Private Investor
    Pur Cold Pressed Juices Jan 2020 - Present
    PUR Cold-Pressed Juice is 100% natural, vegan and preservative free juice. PUR is committed to supporting the local community by sourcing ingredients nearby, honoring the integrity of quality ingredients and using seasonal fruits and vegetables as much as possible. PUR Cold-Pressed Juice offers individual juices, shots, elixirs, cleanses and packs.
  • Oro Real Estate Us
    Real Estate Developer
    Oro Real Estate Us Jan 2013 - Present
    Real estate investments throughout the El Paso area. Focusing on commercial real estate, shopping centers, and office spaces.Focus in acquisition and development of property.
  • Eagle Strategies, Llc
    Financial Adviser
    Eagle Strategies, Llc 2011 - Present
    New York, Ny, Us
    Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser in the states of Texas, New Mexico, and Michigan. As such, these services are strictly intended for individuals residing in the states referenced.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Mar 2010 - Present
    New York, New York, Us
    I have been proud to offer New York Life Insurance Company since 2010. My areas of specialization are business succession, estate planning, college planning, retirement planning, etc. I am actively involved in several community organizations. I am a member of NAIFA, the National Association of Insurance and Financial Advisers. I am also a membr of the Board of the Paso del Norte Children's Development Center. I live in El Paso, TX with my husband of 32 years and my 3 children.I am proud to be associated with New York Life because it has conducted its business around the central values of financial strength, integrity and humanity. As a mutual company with an accomplished 165-year plus history, it is owned solely by its policyowners. New York Life Insurance Company and its subsidiary New York Life Insurance and Annuity Corporation have among the highest ratings for financial strength currently awarded to any life insurer from the leading independent ratings agencies.** Source: Individual third-party ratings reports as of 8/11/15 (A.M. Best: A++, Fitch Ratings: AAA, Moody’s Investors Service: Aaa, Standard & Poor’s: AA+).
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc 2010 - Present
    Financial Services Professional. Offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of Texas, New Mexico, and Michigan. No offers may be made or accepted from any resident outside the specific state(s) referenced.My registered branch address is:303 N Oregon Suite 1100El Paso TX 79901

Elizabeth Dipp Metzger Skills

Retirement Planning Fixed Annuities Retirement Insurance Investments 401k Rollovers Small Business Securities Iras Wealth Preservation Planning Life Insurance Business Planning Protection Planning/family Security Key Person Protection Annuity Sales Employee Benefits Licensed Life Insurance Agent Multi Generational Wealth Transfer Succession Planning Gifting Strategies Legacies Time Management Mutual Funds Thought Leadership Multi Generational Planning Licensed In Long Term Care Insurance Term Life Insurance Multi Tasking Skills Ira Rollovers Board Certified Variable Annuities Buy Sell Agreements Cfp Asset Protection

Elizabeth Dipp Metzger Education Details

  • The American College Of Financial Services
    The American College Of Financial Services
    Masters Of Science In Financial Services
  • Pomona College
    Pomona College
    Bachelor Of Arts
  • Coronado High School
    Coronado High School
    Diploma

Frequently Asked Questions about Elizabeth Dipp Metzger

What company does Elizabeth Dipp Metzger work for?

Elizabeth Dipp Metzger works for Crown Wealth Strategies

What is Elizabeth Dipp Metzger's role at the current company?

Elizabeth Dipp Metzger's current role is Financial Adviser and CERTIFIED FINANCIAL PLANNER™.

What is Elizabeth Dipp Metzger's email address?

Elizabeth Dipp Metzger's email address is em****@****ies.com

What schools did Elizabeth Dipp Metzger attend?

Elizabeth Dipp Metzger attended The American College Of Financial Services, Pomona College, Coronado High School.

What skills is Elizabeth Dipp Metzger known for?

Elizabeth Dipp Metzger has skills like Retirement Planning, Fixed Annuities, Retirement, Insurance, Investments, 401k Rollovers, Small Business, Securities, Iras, Wealth Preservation Planning, Life Insurance, Business Planning.

Who are Elizabeth Dipp Metzger's colleagues?

Elizabeth Dipp Metzger's colleagues are Carolina Escobar, Ana Luisa Quevedo, Kristin Hermosillo, Crown Wealth Strategies, Aurora Salazar.

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