Crosspoint Financial
Finance · Nevada, United States · 11-50 Employees
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Overview
Headquarters
9275 W Russell Rd Ste 265, Las Vegas, Ne...Phone Number
(844) 705-4351Website
www.crosspointfp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
1
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1
About Crosspoint Financial
CrossPoint Financial is an independent financial advisory firm based in Orange County that specializes in comprehensive financial planning, investment management, and insurance services. The company focuses on helping clients make informed financial decisions tailored to their individual goals and objectives. With a commitment to client interests over those of large financial institutions, CrossPoint emphasizes independence and personalized service. Founded by Tu Tran, who has nearly two decades of experience in the financial industry, the firm aims to build strong relationships with clients to foster financial success.Explore more
Crosspoint Financial Org Chart
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Revenue
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Founded In
Crosspoint Financial
<$5M
11-50
Private
-
2000
LT
Lindsay ThomAssociate Head of Operations, Client Experience, Investment & Advisor
Company Profile Activity
Activity Insights
Crosspoint Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Crosspoint Financial Tech Stack
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CrossPoint Financial is an independent financial advisory firm based in Orange County that specializes in comprehensive financial planning, investment management, and insurance services. The company focuses on helping clients make informed financial decisions tailored to their individual goals and objectives. With a commitment to client interests o... Read More
