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We seek to improve the quality of life for our clients.

Wealth Management

At Cross Financial, we provide a personal, customized and proactive approach to help you dream bigger. 

Personal Financial Planning

To provide long term comfort for you and your family, you must have a roadmap for success. Our financial advisors are here to  help you pursue your goals.

Our Services


• Distribution Strategies

• Retirement Income Planning

• Consulting Services

• Business Retirement Plan Services

Tax and Estate Planning

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Complex Problems


We understand our clients often have complicated situations and concerns. This is where we thrive. Solving complex problems through deep experience, access to internal resources and our innate creativity is how we get it done.

Investing Together


We invest the same way for our clients that we invest ourselves. If it’s good for our families, you can count on it being good for our clients and their families.

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