Cross Wealth Management is an independent wealth management and financial services firm helping individuals and businesses in our community reach their financial goals. We offer a range of services including investment advice, asset management, and financial planning. Our experienced team, led by President Terry D. Cross, provides personalized guidance to help our clients achieve their financial objectives. With expertise in investments, finance, and insurance, we help our clients navigate the complex financial landscape and make informed decisions about their money. From retirement planning to estate planning, we are dedicated to helping our clients achieve financial security and peace of mind.
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