Cross State Financial Group

Finance · Michigan, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

41 Washington Ave Ste 318, Grand Haven, ...

Phone Number

(616) 607-8165

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Cross State Financial Group

Cross State Financial Group is a Registered Investment Advisor based in Grand Haven, Michigan, specializing in fiduciary financial planning and wealth management services. They offer a range of services including investment management, personal financial planning, and retirement income planning. The firm caters to individuals and businesses seeking comprehensive retirement plans and strategies. Their focus is on providing clients with financial confidence through tailored advisory services.Explore more
Cross State Financial Group's Social MediaPopular SearchesCross State Financial Group LLCGrand Haven, MI - Cross State FinancialGrand Haven, MI - Cross State Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Is Cross State Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Cross State Financial Group

Compare insights from companies similar to Cross State Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cross State Financial Gro...

<$5M
1-10
Private
-
-
N/A
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$6.5M
1-10
Private
-
2011
AW
Annette WhiteDirector, Operations
<$5M
1-10
Private
-
1997
GP
Gail PerkinsDirector, Client Experience
<$5M
1-10
Private
-
2011
RC
Rachael CrawfordAdministrative Assistant
<$5M
1-10
Private
-
2016
LS
Leo SchlangenCertified Financial Planner
<$5M
1-10
Private
-
2007
CK
Carolyn KlingerManager, Human Resources
Illustration of an envelope

Cross State Financial Group Tech Stack

A closer look at the technologies used by Cross State Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Cross State Financial Group

What is Cross State Financial Group's official website?
Cross State Financial Group's official website is www.crossstatefinancialgrandhaven.com
What is Cross State Financial Group's Revenue?
Cross State Financial Group's revenue is <$5 Million
What is Cross State Financial Group's SIC code?
Cross State Financial Group's SIC: 62,628
What is Cross State Financial Group's NAICS code?
Cross State Financial Group's NAICS: 52,523
How many employees does Cross State Financial Group have?
Cross State Financial Group has 1-10 employees
What industry does Cross State Financial Group belong to?
Cross State Financial Group is in the industry of: Finance, Securities Trading
What is Cross State Financial Group competition?
Cross State Financial Group top competitors include: Premier Wealth Advisors, Cascade Wealth Advisors, Regal Creek Wealth Management, Advanced Wealth Advisors
What technology does Cross State Financial Group use?
Some of the popular technologies that Cross State Financial Group uses are: Sentry, InstantSearch+, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact Cross State Financial Group?
Cross State Financial Group contact info: Phone number: (616) 607-8165 Website: www.crossstatefinancialgrandhaven.com
What does Cross State Financial Group do?

Cross State Financial Group is a Registered Investment Advisor based in Grand Haven, Michigan, specializing in fiduciary financial planning and wealth management services. They offer a range of services including investment management, personal financial planning, and retirement income planning. The firm caters to individuals and businesses seeking... comprehensive retirement plans and strategies. Their focus is on providing clients with financial confidence through tailored advisory services.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.