Crystal Harris Knuttgen, Financial Adviser 1 with The Conner Group, assists individuals and families in the Roanoke Valley with all of their insurance and investing needs.
Crystal can help you plan for your future and offers the following services and products:
- Household budgeting advice & methodology
- Financial and investment 2 education
- High yield savings account
- VA529 plans- save for your child's education
- Life insurance
- Investments 2, IRAs, Roths, Mutual Funds2
- Long term care insurance
- Planning and trusts (working with your legal team) for your minor or disabled children.
- Business financial investments 2 and tax advice 3
Crystal is very involved in her community and has an extensive network of legal, health insurance 4 , and accounting experts to provide a holistic approach to your financial wellness.
Schedule a no obligation consultation with Crystal by calling 540.767.6669 or emailing cknuttgen@theconnergroup.net.
Financial planning services and life insurance in Roanoke, Bedford, Vinton, and Smith Mountain Lake.
About Crystal
Crystal's drive to help people with their finances began after her father's sudden passing. Watching her mother struggle due to a lack of knowledge about investing, budgeting, and family finances, Crystal made it her mission to assist others in avoiding similar turmoil. Since joining The Conner Group in 2016, she has focused on providing individuals and businesses with financial insights to protect and grow their wealth. Her expertise in 401Ks, ESOPs, and holistic approaches to wealth preservation has made her a valuable asset to both her male and female clients. Crystal's dedication, ethics, and compassion have earned her a reputation as a relatable and trustworthy financial advisor1 .
Crystal's background in human resources and employee benefits, along with a degree in Business Administration from the University of Alaska - Anchorage, allows her to bring a unique perspective to her role as a Financial Advisor. She holds a Life and Health license4 , as well as Series 7, 66, 6, and 63 certifications for security investments2.
Crystal's exceptional performance has been recognized with New York Life Executive Council honors5 from 2018 to 2020, placing her in the top 20%. Her community engagement includes serving as Roanoke Membership Chair on the Board of Directors for FemCity, providing retirement investing options education to employees in Roanoke companies, and serving as a member of the Bedford Chamber of Commerce.
When she's not working, Crystal and her husband Dustin enjoy outdoor activities such as boating on Smith Mountain Lake, kayaking the James & Roanoke Rivers, and exploring the beauty of different Virginia areas on their motorcycle.
Crystal Knuttgen, Financial Adviser with Eagle Strategies LLC1
1Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor and a New York Life company. The Conner Group LLC is not owned or operated by Eagle Strategies LLC or its affiliates. 2Registered Representative offering securities through NYLIFE Securities LLC Member FINRA/SIPC, a Licensed Insurance Agency and a New York Life company. 3Neither The Conner Group nor Eagle Strategies LLC nor any of its advisors are in the business of offering tax, legal or accounting advice. Please consult with your own personal advisors for tax, legal or accounting advice. 4Crystal Knuttgen may be licensed to sell insurance through various other independent unaffiliated insurance companies. 5Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production
from July 1- June 30.
