Cross State Financial Group LLC of Albuquerque

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

Cross State Financial Group LLC was founded in 2015 by partners who began working together in 2003. The team of advisors possesses over 110 years of combined investment industry experience. They work with individual, trust company, small business, and non-profit entity clients to plan for the financial future and unexpected events. Each advisor builds customized strategies to meet client financial needs and goals. The team shares specialized backgrounds in tax planning, insurance, trust administration, and retirement plan options for small businesses. This collaboration provides a source of diverse knowledge rarely found in even the largest financial services firms.

The firm has selected Charles Schwab & Co., Inc. and its predecessor TD Ameritrade Institutional as the primary custodian for client accounts. Schwab generates account statements and 1099 tax forms for all clients. A mobile app is available for clients to use for account viewing purposes. Through this custodian, the firm accesses a wide range of products and services, including a full range of investment products and trading services. Investment account types include retirement accounts, charitable giving, and education accounts. Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs, and other investments are available.

The team includes Steve Iversen, EAD; Dani Mutz, CCO; Andy Flack, CFP; Rob Cassella; Scott Damen, CRPC; Kevin Aguas; Michael Ball, AIF; Forrest Means; Joe Mascioli, CPA; and Monique Bischoff. Cross State Financial has locations throughout the country, including in New Mexico, Colorado, Michigan, Arizona, California, and Nevada. Each location serves its own exclusive clientele while working as a team to help clients with personalized financial plans. Clients can contact the firm by phone, email, or via social media channels.

Cross State Financial Group LLC of Albuquerque holds a 5.00 rating based on customer reviews. The firm provides personalized financial planning to clients in Albuquerque, NM.

The firm sits on 6721 Academy Rd NE, just 0.1 miles from Albuquerque Fire Station 15 and 0.2 miles from Academy Road Northeast. It is also near Arroyo del Oso Elementary School and Arroyo Del Oso Golf Course, both about 0.5 miles away.

BizScoreAI gives the business a Discoverability score of 100 out of 100. This means AI crawlers can find every page of the website, which is the first step for any AI assistant to recommend the business. The Technical score is 95 out of 100. This shows the website is secure and indexable so search engines can read it without errors.

Services:

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