Crossroad Financial Associates is a team of financial professionals passionate about helping clients plan with confidence. Just as a homebuilder creates a blueprint before beginning construction, our team helps clients develop holistic financial plans designed to support a confident and secure retirement.
Our planning process reviews and coordinates the financial resources already in place, identifies potential gaps, and helps clients understand the impact of their financial decisions. Our holistic approach includes retirement income planning, professional investment management, tax efficiency, estate planning, and legacy planning.
We invite you to meet with us virtually or in person at our North Dartmouth, MA office. During our first meeting, we will review your situation, explain how we work with clients, and provide a proposal for how we may be able to help. Please call us at 774-202-2240 to schedule a visit.
When sudden hardship hits, we’re compelled to lend a hand. See how by clicking on the below link.
