• Welcome to Cross Financial Management

    Cross Financial is an investment consulting and retirement planning firm focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients.

    The firm provides three core services: Individual Wealth Management, Business Retirement Services, and Executive Benefits.

    IRS Issues Urgent Alert As W-2 Phishing Scam Spreads During Tax Season


    *The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.