CrossRoads Financial Group LLC New Orleans Rd, Hilton Head Island

Crossroads Financial is a top notch company that I am so happy to be connected to. I always leave my review meetings with a clear understanding of my financial picture. I feel very confident that they are investing my monies wisely and have definitely reaped the rewards. You can be confident and feel good about how they watch everything in regards to the changing times.I am so pleased I chose this firm to watch over my money after my husband passed. Thanks Bill, Shane and all Crossroads employees.

The team at CrossRoads Financial Group are the best in the business. Extremely professional and knowledgeable group that has expertise in financial planning for all stages of life. From managing my sons first steps in financial planning, preparing my finances for when my son and daughter attend college, all through my retirement. Additionally, they are very responsive, easy to communicate with and they listen.

We have been clients of CrossRoads Financial Group for over 12 years and have only great things to say about them. They meet with us regularly and are always available by phone if we need them. They take our needs seriously and always go above and beyond our expectations. We have used other financial advisors in the past so we have points of comparison. They are clearly the best.

The CrossRoads Financial Group has handled our portfolio for approximately 20 years. During that period of time we have found them to be very focused on meeting our financial returns objective and providing us with in person quarterly updates. The quarterly updates allow us the opportunity to focus on current trends, discuss immediate and long term market forecasts as well as other factors which may impact our financial portfolio.

Bill, Shane and the rest of the team are very responsive to our needs. For example, we needed cash for a house purchase and they worked with us to figure a way to get the money quickly for the closing. They also were able to come up with a withdrawal strategy to keep our tax burden as low as possible.

Having a Review Meeting with Bill Brady and Shane Russell is always informative and professional. Always greeted at the door by Bill & Shane neatly dressed with shirt and tie. Are always extremely helpful and very prompt returning your calls. After many years of service, I am a part of one Big family ...looking forward to my next Review meeting