About Us
Crown Finance has provided asset management and financial planning services to families, individuals, institutions and businesses. Clients choose Crown for its integrity, consistency and proven record of success in the financial industry. It is our objective to provide professionals and experts who provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations. Through tailored portfolio management, we help highnet-worth individuals and institutions around the world reach their long-term financial goals. As a client of Crown Finance, you will benefit from a comprehensive, personalized financial plan helping you confidently save, spend and invest. Our strategies and plans are tailored to your financial needs. In addition, we can help with financial planning, budgeting, cash-flow analysis, estate and tax planning, and strategies for maximizing Social Security benefits. Beyond investing and financial planning, we want to help make you a more comfortable, disciplined and informed investor. That’s why we will help you understand what’s going on in your account.
Our History
Building Client Trust
A New Story
Crown came under new ownership - one who’s mission is to continue our Founder Muriel Siebert’s legacy and build on it. Siebert's top priority is modernizing our company and putting our clients as the focus of everything we do. Becoming part of the Muriel Siebert Family, you will be joining thousands of satisfied clients who place their trust in us.
Our Mission & Vision
Our mission is the pursuit and delivery of value, both for shareholders and clients. We pursue growth by relying on our strengths in select areas of activity, while making continual advancements in our approach to take advantage of ever-evolving opportunities in the brokerage and capital markets areas.
Community and Philanthropy
hrough the Muriel F. Siebert Foundation, Ms. Siebert developed the "Siebert Personal Finance Program: Taking Control of Your Financial Future," a financial literacy program which has improved the lives of innumerable middle and high school students and adults by teaching them essential financial skills. Ms. Siebert was chosen by Scholastic Inc., for its compendium, "100 People Who Changed America." Other honors include the National Association of Women Business Owners First Signature Award for Lifetime Achievement as a pioneering women's business owner; the National Museum of Women in the Arts which saluted her as a pioneer who has broken ground for women in civil society; and the Center for Educational Innovation-Public Education Association (CEI-PEA) for pioneering financial literacy. Ms. Siebert was inducted into Junior Achievement's U.S. Business Hall of Fame in 2009 and, in 2010, was named one of U.S. Banker Magazine's "25 Most Powerful Women in Finance." Throughout her career, Ms. Siebert was actively involved with a wide range of non-profit, civic and women's organizations. She served on various boards of the Breast Cancer Research Foundation, National Shingles Foundation, The Business Council of New York State, Broadway Walk of Stars, Palm Beach Round Table, Guild Hall and the Animal Rescue Fund of the Hamptons. She was an active member of the Council on Foreign Relations, the Economic Club of New York, the New York Women's Agenda (NYWA), The Committee of 2000, the New York Women's Forum, The International Women's Forum, The Greater New York Council of the Boy Scouts of America and The Friars Club. Ms. Siebert was widely interviewed on subjects pertaining to the financial system and markets. She testified on behalf of the individual investor before Congress and her opinion was requested by the White House and policymakers at the highest levels of the US government on many substantive issues related to the financial services system and economy.
OUR PRIORITY
Putting Clients First for Over 20 Years..
Muriel Siebert & Co., Inc., has been in business and a member of the New York Stock Exchange since 1989. Our late founder, Muriel Siebert, was the first woman to become a member of the Exchange and served as New York State’s Superintendent of Banks. The respect she gained for other people’s money became the guiding principle by which we do business at Siebert today.
Our values
At Crown, you're not just a number. You're a valued client.
We are Commited.
Goal-Driven and Focused Our mission is the pursuit and delivery of value, both for shareholders and clients. We pursue growth by relying on our strengths in select areas of activity, while making continual advancements in our approach to take advantage of ever-evolving opportunities in the brokerage and capital markets areas.
We're here for you.
We’re here to help—by phone, email, live chat, and at our branches across the US. Our team of reliable, client support specialists can help with questions regarding your account.
Unparalleled Client Experience.
Crown's Team of experienced Wealth Managers have been helping people reach clarity and confidence about their financial future for over 20 years. Helping individuals live a more enjoyable life through successful financial planning is our top priority and mission. For over 20 years, Crown has been guided by a set of consistent principles and values: to operate by conservative business policies and prioritize the safety and security of client assets
Crown Finance
Creating a Culture of Tailored Financial Planning and Investing.
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