cross_hero_1.jpg

What are your dreams?

At Cross Financial Management, we want to take the time to get to know you, the real you.
Request additional information »
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 

Tax Services

Accounting Services

Audit & Assurance

icon-audit.png
icon-taxes.png
icon-planning.png
icon-retirement.png
icon-rollover.png
icon-advisor.png

Financial Planning

Retirement Income Planning

IRA Rollover Services

Our services crossover to empower our clients with full financial well being.

OUR TEAM

 

We share a genuine spirit of caring and friendship driven by strong ethics and values.

Learn more about us »

OUR DIFFERENCE

 

We take the time to really get to know our clients. What are their goals? What are their dreams? What are they passionate about? It’s personal first; then business.

Learn more about the difference we make »

Our goal is to provide you with financial confidence, empowerment and more personal fulfillment.