Cross Financial Group is an independent financial advisory firm focused on providing comprehensive wealth management and retirement planning services. Their mission is to help clients achieve their financial goals through a personalized and disciplined approach. The firm emphasizes building long-term client relationships based on trust and integrity. They operate as a "doing business as" (DBA) name for financial advisors registered with Cetera Advisor Networks LLC, which allows them to offer a wide range of investment and insurance products while maintaining their independent advisory model.

Founded in

United States