Cross State Financial Group LLC

Cross State Financial Group LLC is a financial planner in South Valley, NM, located at 6721 Academy Rd NE, Albuquerque, NM. It holds a rating of 5.00 based on 0 reviews.

Founded in 2015 by partners who began working together in 2003, the firm utilizes a team with over 110 years of combined investment industry experience. The advisors include Steve Iversen, Dani Mutz, Andy Flack, Rob Cassella, Steve Damen, Kevin Aguas, Michael Ball, Forrest Means, Joe Mascioli, and Monique Bischoff.

The firm works with individual, trust company, small business, and non-profit entity clients to plan for financial futures and unexpected events. The advisors build customized strategies and share specialized backgrounds in tax planning, insurance, trust administration, and retirement plan options for small businesses.

Cross State Financial Group uses Charles Schwab & Co., Inc. as the primary custodian for client accounts. This partnership provides access to various investment products and services, including stocks, mutual funds, bonds, exchange traded funds, and CDs, as well as retirement, charitable giving, and education accounts.

The firm has locations in New Mexico, Colorado, Michigan, Arizona, California, and Nevada. Each office serves its own exclusive clientele while functioning as a resource for the other locations.

BizScoreAI awarded the business a Discoverability score of 100 out of 100, which ensures AI crawlers can access every page so the firm is found before any recommendations are made. The Technical score of 95 out of 100 confirms the website is secure and indexable, allowing search engines to read it without errors. The business ranks number 1 of 6 Financial Planner businesses that BizScoreAI has scored in South Valley.

Services:

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