Cross State Financial Group LLC of Albuquerque

Cross State Financial Group LLC is a financial planner in Albuquerque, New Mexico, serving individual clients, trust companies, small businesses, and nonprofit organizations with personalized financial planning. The firm specializes in retirement planning, tax strategy, insurance solutions, trust administration, and small business retirement plan options. Founded in 2015 by advisors who began collaborating in 2003, the team brings over 110 years of combined experience in the investment industry. Their services are designed to help clients prepare for both long-term goals and unexpected financial events. With a 5.00 rating, the firm is highly regarded for its client-focused approach and consistent service. The firm operates across multiple states, including New Mexico, Colorado, Michigan, Arizona, California, and Nevada, with each location serving its local clientele while maintaining strong collaborative ties.

The firm’s approach emphasizes teamwork and specialized expertise, with advisors sharing knowledge in tax planning, insurance, trusts, and retirement solutions to create comprehensive, customized financial strategies. As a team, they leverage their collective experience to deliver insights that are rare even in large financial services firms. Cross State Financial Group has selected Charles Schwab & Co., Inc. (formerly TD Ameritrade Institutional) as its primary custodian, providing clients with access to a broad range of investment products, account types, and digital tools. Schwab’s strong financial stability, risk management practices, and client asset protection standards align with the firm’s commitment to security and reliability.

Located at 6721 Academy Road NE, Suite B, in Albuquerque, the firm sits just a short drive from the Arroyo del Oso Elementary School and Arroyo Del Oso Golf Course, about 0.5 miles from each. It is also approximately 0.1 miles from Albuquerque Fire Station 15 and within 0.7 miles of Sister Cities Park. The office lies along Academy Road Northeast, a key local thoroughfare, and is surrounded by community landmarks rather than commercial establishments.

Cross State Financial Group demonstrates strong digital presence and credibility, with a well-optimized website that search engines can read clearly and extensive, accurate business information available across online platforms. This consistency enhances visibility and trust. The firm’s standing in the financial planning sector is built on reliability, expertise, and a collaborative model that supports personalized client outcomes.

In Albuquerque, Cross State Financial Group stands out as a trusted partner for long-term financial security, combining deep expertise with a locally rooted, client-centered approach.

Services:

• Insurance Solutions
• Personalized Financial Planning
• Retirement Plan Options for Small Businesses
• Tax Planning
• Trust Administration