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Cross Financial Management

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United States

Founded in

2003 (22 Years)

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Company Information

Get to know Cross Financial Management

Founded in 2004 by Dan Cross, Cross Financial Management is a fee-only financial planning and investment management firm that operates under a fiduciary standard. The company is dedicated to helping clients build, protect, and enjoy their wealth through personalized and objective financial advice. They specialize in creating comprehensive financial plans covering areas such as retirement, investments, and wealth management, without earning commissions on product sales.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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