Putting Our Clients’ Interests First Is the Key to Our Success...
Crockett Financial Services is dedicated to helping individuals and families reach their financial goals. Our primary objective is quality—quality service aimed at building the net worth of our clients and meeting their investment objectives, including comprehensive financial, retirement, and estate planning; mutual-fund consulting service, and fee-based portfolio-management services. 

What makes us different...
 ▪ Diligence – We commit to carrying out all our activities with diligence.
▪ Independently owned and operated – In other words, we work independently for our clients by not representing any one investment or insurance company. 
▪ Small company – We are not a big, famous, or prestigious financial services firm; we are small which, makes us more personable, flexible and easier to work with than the rest.
 ▪ Responsive – We strive to work harder and care more about our clients’ financial success than anyone else.
 ▪ Integrity – We promise to:
 
  • always disclose any conflicts of interest that may exist;
  • explain all charges and fees;
  • make sure that your interests drive the decisions and recommendations being made;
  • make sure that you understand and get adequate information to make smart decisions;
  • investigate the products we recommend;
  • provide you with the services you pay for;
  • keep your personal information confidential and secure;
  • make recommendations that are appropriate for your situation;
About Sterling J. Crockett, CRPC®
Sterling J. Crockett is the founder of Crockett Financial Services, Inc.  With his educational background and years of working in the... More...

We educate our clients about financial products and investments that are suitable for their needs.  Because there are usually several financial products or investments that suit our clients’ needs, we educate them about their options and then let them make the decision.  The financial services industry is complex, and making good decisions can be overwhelming.  We believe that when people truly understand the pros and cons of all the different types investments, accounts, insurances, you name it; they become empowered to consistently make smart financial decisions.

So... why work with us?  Read more...
 

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1828 Fort Union Blvd.   Salt Lake City, UT 84121   Phone: 801-676-1509
Securities offered through Sammons Securities Company, LLC   Member FINRA/SIPC
Fee-based Investment advisory services offered through SPC, a registered investment advisor.
web design: Becky Ashcraft