Broker Check

Life is Risk

We can’t eliminate it, but we can help you navigate through it.

Meet Eddie

For nearly 20 years, Mark Edward Ramey — better known as Eddie — has been helping individuals and businesses navigate their finances. His passion and dedication for what he does has been a part of his life for as long as he can remember. In 2007, Eddie purchased The Crestone Company from his father and continues to provide the same high-level service his dad’s firm was built on.

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ANALYZE YOUR PORTFOLIO RISK?


Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Our Mission

To provide clients with the same quality advice and guidance we would give our closest friends and family.

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Our Difference

Relationships, longevity and purpose. We are proud to stand out in meaningful ways that make a true difference in the lives of our clients.

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Who We Are

Driven by a desire to help others succeed, who we are defines what we do.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."



Life is Full of Risk - Are you Prepared?

From buying a new home to saving enough for retirement — every stage in life presents new challenges and risks. We can help you navigate through the complexities of major life events and prepare you to successfully overcome each one.

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