Crystal Consulting Group
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Let's move forward. Together.

Serving as advisors for individuals and institutions, we design, implement and manage financial strategies to achieve their short and long-range goals.

We serve as financial 'architects' for our clients, working together to translate their most important business and life goals into financial action plans.

Our motto is "focusing on what matters"

Our commitment is to be the first call our clients should make.

Charles Crystal, CFP®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • TX
  • VA
  • VT

Charles Crystal, CFP®

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Retirement Plan Consultant

Charles Crystal, CFP®

One Jericho Plaza
Jericho, NY 11753

Email Me

Charles Crystal, CFP®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • TX
  • VA
  • VT

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Senior Portfolio Manager
  • Retirement Plan Consultant
One Jericho Plaza
Jericho, NY 11753

Email Me

charles.crystal@ubs.com
Charles Crystal, CFP®
One Jericho Plaza,Jericho,NY,11753

Christine Finocchio, CRPS®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • VA
  • VT
  • WA

Christine Finocchio, CRPS®

Credentials

  • Chartered Retirement Plans Specialist℠

Christine Finocchio, CRPS®

One Jericho Plaza
Jericho, NY 11753

Email Me

Christine Finocchio, CRPS®

Senior Vice President–Wealth Management

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • VA
  • VT
  • WA

Credentials

  • Chartered Retirement Plans Specialist℠
One Jericho Plaza
Jericho, NY 11753

Email Me

christine.finocchio@ubs.com
Christine Finocchio, CRPS®
One Jericho Plaza,Jericho,NY,11753

Maria Concilio, CFP®

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • VA

Maria Concilio, CFP®

Credentials

  • CERTIFIED FINANCIAL PLANNER®

Maria Concilio, CFP®

One Jericho Plaza
Jericho, NY 11753

Email Me

Maria Concilio, CFP®

Authorized Officer

Senior Wealth Strategy Associate

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IA
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • NJ
  • NV
  • NY
  • PA
  • VA

Credentials

  • CERTIFIED FINANCIAL PLANNER®
One Jericho Plaza
Jericho, NY 11753

Email Me

maria.concilio@ubs.com
Maria Concilio, CFP®
One Jericho Plaza,Jericho,NY,11753

Patricia Ann Alcamo

Client Associate

Patricia Ann Alcamo

One Jericho Plaza
Jericho, NY 11753

Email Me

Patricia Ann Alcamo

Client Associate

One Jericho Plaza
Jericho, NY 11753

Email Me

patricia.alcamo@ubs.com
Patricia Ann Alcamo
One Jericho Plaza,Jericho,NY,11753

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

Neither UBS Financial Services Inc. nor its employees (including its Financial Advisors) provide tax or legal advice. You should consult with your legal counsel and/or your accountant or tax professional regarding the legal or tax implications of a particular suggestion, strategy or investment, including any estate planning strategies, before you invest or implement.

Wealth management services in the United States are provided by UBS Financial Services Inc., a registered broker-dealer offering securities, trading, brokerage and related products and services. Member SIPC . Member FINRA . UBS Financial Services Inc. is also registered as a Futures Commission Merchant (FCM) with the U.S. Commodity Futures Trading Commission (CFTC) and offers brokerage services related to the execution and clearing of on-exchange futures and options on futures products. Member NFA 

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Wealth Management and Private Wealth Management and UBS International are divisions of UBS Financial Services Inc., a subsidiary of UBS AG.  Private Wealth Management resources and services are provided by specially-accredited Financial Advisors within UBS Financial Services Inc. (including Private Wealth Advisors and International Private Wealth Advisors).

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