Cross State Financial Group LLC was founded in 2015 by partners that began working together in 2003. With over 110 years combined investment industry experience, the team of Cross State Financial Group advisors work with individual, trust company, small business and non-profit entity clients to plan for the financial future and unexpected events.


Each of the advisors build customized strategies to meet their client's financial needs and goals. As a team, they share their own specialized backgrounds in tax planning, insurance, trust administration and retirement plan options for small businesses with each other.  This collaboration affords all clients of Cross State Financial Group a source of diverse knowledge rarely found in even the largest of financial services firms.  

Cross State Financial has locations throughout the country, each serving it's own exclusive clientele. While all of the locations help their clients with personalized financial plans, they serve as resources for one another and work as a team.

All Cross State Financial advisors use TD Ameritrade's Institutional platform for the custodian of clients' investments. TD Ameritrade generates all of the account statements and tax forms for clients. learn more

About Cross State Financial Group

TD Ameritrade Insitutional

Locations Across the Country