Cross State Financial Group

At Cross State Financial Group, we are committed to helping individuals and businesses in Grand Haven, Michigan, and beyond, achieve their financial goals through personalized investment management and financial planning solutions. Our team of experienced professionals takes a comprehensive approach to financial planning, considering every aspect of our clients' financial lives to create a tailored plan that meets their unique needs and objectives.

Our Services

We offer a range of services designed to help our clients achieve financial success. Our investment management services include personalized portfolio management, retirement income planning, and retirement savings strategy. We also provide financial planning services, including personal financial planning, retirement planning, and estate planning. Our goal is to help our clients create a secure financial future, and we work closely with them to understand their goals, risk tolerance, and investment time frame to develop a customized plan that meets their needs.

Our Approach

We believe that financial planning is not just about managing investments; it's about creating a comprehensive plan that takes into account every aspect of our clients' financial lives. We work with our clients to understand their goals, values, and priorities, and then develop a personalized plan that addresses their unique needs and objectives. Our approach is based on a fiduciary standard, which means that we are committed to acting in the best interests of our clients at all times. We are transparent about our fees, and we do not accept commissions or other forms of compensation that could create conflicts of interest.

Our Team

Our team of experienced professionals is dedicated to providing exceptional service and guidance to our clients. We have a deep understanding of the financial markets and a passion for helping our clients achieve their financial goals. We are committed to staying up-to-date with the latest trends and developments in the financial industry, and we continuously educate ourselves to ensure that our clients receive the best possible advice and guidance.

Why Choose Us?

At Cross State Financial Group, we are committed to helping our clients achieve financial success. We take a comprehensive approach to financial planning, and we are dedicated to providing exceptional service and guidance to our clients. We believe that our clients' interests are paramount, and we are committed to acting in their best interests at all times. If you're looking for a financial partner who will work closely with you to understand your goals and develop a personalized plan that meets your unique needs and objectives, we invite you to contact us.