Businesses serve finance, planning, education needs
There are three family business operations on Third Street nestled between Pennsylvania and Shiffler Avenues involving three businesses Crockett Financial Services, College Planning Associates, and College Financial Aid Planning.
Crockett Financial Services
Crockett Financial Services is a business that will design custom strategies to help clients build and protect wealth while supporting long-term financial security. In business since 1987, owner Bob Crockett, was joined by son-in-law Mike Barclay in 2010.
“The people that work here treat our clients like family. There is nothing that our staff won’t do to satisfy our clients.” Bob said. “Part of that is that we are fanatics about regular reviews with our clients to make sure that things are on track. We answer their questions and explain changes that go on in the financial marketplace.”
Crockett Financial Services doesn’t wait for its clients to pick up the phone.
The staff is proactive contacting them at least once a year.
College Planning Associates
College Planning Associates is owned by Laurie Crockett Barclay and has offered Comprehensive College Planning since 1994, utilizing several different modules to aid students in what can be a daunting process college planning.
Laurie’s process when helping a student mold their future begins with a consultation where she learns about the teenager’s interests and abilities through testing and then helps them understand the relationship to college majors and potential careers within the counseling process. Next is the college search and evaluation process, followed by admission application assistance concurrently with evaluation of financial aid strategies.
College Financial Aid Planning
College Financial Aid Planning analyzes the family’s ability to pay for college, makes recommendations to improve aid eligibility, completes financial aid applications, and follows-up with the family in the aftermath of form submission.
It’s obvious that those who operate within the walls of 1421 E. Third St. take pride in the work they do. “We’re a trusted advisor of their family. That’s important, Mike said. “And that goes for all three of these businesses.”
Robert P. Crockett and Michael P. Barclay are registered representatives of and offer securities through MML Investors Services, LLC.
Services offered by College Planning Associates and College Financial Aid Planning are not offered through MML Investors Service or its affiliated companies.