Gerald Crutchley

Gerald Crutchley is a renowned figure in estate and tax planning, serving as the co-founder and President of Heritage Consulting Group Inc. With a strong focus on tailored strategies, he is recognized for his expertise in saving strategies and helping clients achieve their financial goals.

Utilizing his seasoned understanding of client needs, Gerald has earned a reputation for excellence in service and strategic planning. His practice continues to thrive, largely due to referrals from satisfied clients and professionals impressed by his work.

Specializing in estate planning, tax-free income strategies, insurance, and trust planning, Gerald Crutchley's clientele ranges from doctors, attorneys, and small to mid-size business owners to sports players. He also extends his expertise to consulting for the banking and credit union industries.

Gerald Crutchley pursued his education in marketing at The University of Akron. Throughout his career, he has held significant roles, including as President at Heritage Consulting Group Inc. and as President at Goldstar Medical Inc.