Cross State Financial Group LLC

Cross State Financial Group LLC is a financial planner in South Valley, NM, serving individual, trust company, small business, and non-profit entity clients throughout the region. The firm specializes in creating customized financial strategies focused on long-term planning, retirement, tax efficiency, insurance, and trust administration. Founded in 2015 by partners who began collaborating in 2003, the team brings over 110 years of combined investment industry experience. Clients benefit from a collaborative approach, with advisors sharing expertise across specialties to deliver comprehensive financial solutions. The firm maintains a strong reputation, reflected in its 5.00 rating from satisfied clients.

The firm operates as part of a national network of locations across New Mexico, Colorado, Michigan, Arizona, California, and Nevada, each serving its own exclusive clientele while remaining connected through shared knowledge and resources. Cross State Financial Group has selected Charles Schwab & Co., Inc. (and its predecessor TD Ameritrade Institutional) as its primary custodian, leveraging Schwab’s platform to provide clients with access to a full range of investment products, retirement accounts, charitable giving vehicles, and education savings options. This partnership ensures secure account management, reliable statement generation, and mobile access for clients. The firm emphasizes disciplined risk management, financial stability, and client asset protection through Schwab’s robust infrastructure.

Located on Academy Rd NE in Albuquerque, NM, the firm’s administrative office sits within the city’s northeastern corridor. While nearby landmarks are not listed, the office is accessible from major regional routes and serves as a central hub for client services across New Mexico and surrounding states. The firm’s presence in the area reflects its commitment to personalized financial guidance rooted in experience and collaboration.

Cross State Financial Group is recognized for its well-documented business information and a website optimized for clarity and search engine readability, reinforcing its credibility and accessibility. The firm’s consistent, transparent communication and professional service model contribute to its strong standing among financial planners in the region. With deep expertise and a nationwide team structure, it stands as a trusted resource for individuals and organizations seeking tailored financial planning in South Valley and beyond.