Read what clients have to say about Jeff and his team:


I have had the great pleasure of working with Jeff for well over ten years now. WHen we first met, I was in the middle of my fellowship with two young children at home. Jeff was the rare professional who understood the financial complexities and realities encountered by young physcians during their medical training. Our initial focus centered on ensuring financial security through life and disability insurance. Over time, my wife and I have worked with Jeff on long term savings goals and planning for retirement. Working with Jeff has been an education. He is a great listener and, like a good physician, is able to explain complex concepts in easily understandable language. Now approaching the middle of our careers, jeff has been able to provide us with a financial plan that will allow us to achieve our goals. So many of the friends and colleagues I have referred to Jeff over the years report back with similar positive experiences.

Michael C. Spaeder, MD, MS

Associate Professor/Program Director

Division of Pediatric Critical Care

Universeity of Virginia School of Medicine

Charlottesville, VA


I first met Jeffrey Crosley while I was still in training. I had little invested, did not have a detailed awareness of my financial picture, and felt entirely unprepared for long term financial planning. Jeff was willing to work with me while I had few resources and helped me to understand the need to plan and invest early.

In the years since I have come to know and trust Jeff. He has been with me as I exited training, got married, bought a house, and had a child. Throughout all of that, he has provided clear, comprehensive, and thoughtful financial guidance. He is readily available when unexpected financial challenges arise and checks in with us regularly to confirm we are still on track. More importantly, he has earned my family's trust due to his reliability and expertise. Jeff is an integral part of our family's financial decisions.

I am careful about who I reccoommend to my friends and colleagues, and Jeff has more than earned my recommendation. I have recommended him to numerous other healthcare professionals and he has always proven that he deserved that trust.

Jason Woods, MD

Assistant Professor of Pediatrics

Emergency Medicine Specialst

Children's Hospital Colorado

Denver, CO


The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Jeffrey P. Crosley

Jeffrey P. Crosley, CFP®

Wealth Management Advisor


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.