Cross Financial Group

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

305 Church St, Natchitoches, Louisiana, ...

Phone Number

(318) 238-7700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Cross Financial Group

Cross Financial Group specializes in providing personalized financial planning and wealth management services, including General Securities and Individual Retirement Accounts. They cater to families, retirees, professionals, individuals, and business owners, focusing on tailored strategies that address unique financial goals and needs. The firm emphasizes a collaborative approach, fostering ongoing partnerships rooted in trust and communication. Their commitment to high-quality service ensures clients receive guidance on budgeting, investment planning, tax optimization, and more, empowering them to achieve their financial aspirations.Explore more
Cross Financial Group's Social MediaPopular SearchesCross Financial GroupCross Financial Group LLCFinancial Group LLCFinancial GroupThe Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Cross Financial Group Org Chart

PhoneEmail
MK
United States flag for contact location.

Financial Representative

PhoneEmail
WC
United States flag for contact location.

Registered Financial Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cross Financial Group

<$5M
1-10
Private
-
2005
MK
Matthew KeatorFinancial Representative
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2017
AG
Adam GoodLpl Financial Advisor
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2004
SW
Scott WagnerManager, Operations
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cross Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cross Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cross Financial Group.

Cross Financial Group Tech Stack

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Frequently Asked Questions Regarding Cross Financial Group

What is Cross Financial Group's official website?
Cross Financial Group's official website is www.crossfinancialgroupllc.com
What is Cross Financial Group's Revenue?
Cross Financial Group's revenue is <$5 Million
What is Cross Financial Group's SIC code?
Cross Financial Group's SIC: 62,628
What is Cross Financial Group's NAICS code?
Cross Financial Group's NAICS: 52,523
How many employees does Cross Financial Group have?
Cross Financial Group has 1-10 employees
What industry does Cross Financial Group belong to?
Cross Financial Group is in the industry of: Finance, Securities Trading
What is Cross Financial Group competition?
Cross Financial Group top competitors include: chofinancial.com, Provident Wealth Management Group, Murphy Wealth Management, Brookstone Wealth Management
What technology does Cross Financial Group use?
Some of the popular technologies that Cross Financial Group uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, Amazon Web Hosting
How do I contact Cross Financial Group?
Cross Financial Group contact info: Phone number: (318) 238-7700 Website: www.crossfinancialgroupllc.com
What does Cross Financial Group do?

Cross Financial Group specializes in providing personalized financial planning and wealth management services, including General Securities and Individual Retirement Accounts. They cater to families, retirees, professionals, individuals, and business owners, focusing on tailored strategies that address unique financial goals and needs. The firm emp... hasizes a collaborative approach, fostering ongoing partnerships rooted in trust and communication. Their commitment to high-quality service ensures clients receive guidance on budgeting, investment planning, tax optimization, and more, empowering them to achieve their financial aspirations.Read More

What are Cross Financial Group social media links?
Cross Financial Group Linkedin page Cross Financial Group Twitter page Cross Financial Group Facebook page
Is Cross Financial Group a public company?
Cross Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Cross Financial Group

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