About Crossvine A Financial Planning Firm

Crossvine A Financial Planning Firm has received high praise for its personalized service and professionalism. Clients appreciate the time taken to understand their goals and the open, honest discussions about financial decisions. The staff, including experienced professionals, provide trustworthy advice and prompt assistance. Many recommend Crossvine for its commitment to helping families with their financial planning needs and for making clients feel valued rather than just a number.

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Reviews for Crossvine A Financial Planning Firm

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Jun 2023
I highly recommend Crossvine Financial Services. Josh Whittaker has taken the time to understand the goals for me and my family to help fine tune my investment strategy. I feel much more comfortable knowing that I can pick up the phone and have a personal interaction with someone who knows, values, and understands me instead of treating me as just another number. All of the staff at Crossvine have always been extremely helpful and pleasant to work with. I would recommend this planning firm to any of my friends or family.
Mar 2023
I've been with Crossvine since it was Prothro Financial, and have been extremely pleased through the transition to Crossvine. I feel extremely safe with Northwestern Mutual products, and have been received tremendous advice and guidance from Brian Blair and Abigail Craig. I highly recommend Crossvine for anyone's financial planning.
Feb 2023
We appreciate the open and honest discussions for decisions being made to improve our end result. Very prompt, trustworthy, and professional in aligning our plan to meet future goals.