Financial Planner Near Me | Washington Crossing FG

Focus On What Matters Most

We'll help you reach your financial goals so you can take care of the rest.

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We take the time to get to know you, your family, and all your most important priorities.

Our mission statement is to help our retail and institutional clients work to solve their financial needs. Washington Crossing Financial Group does this through building long-term relationships and being their trusted and knowledgeable advisor. Our goal is to be our clients’ primary source of financial advice. We aim to accomplish this through education, training, integrity, and outstanding client service.

Wealth Management
Planning

Helping our clients to meet their financial goals.

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Institutional Retirement Plan Services

Working together to manage our clients' Retirement Plans effectively.

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Fiduciary
Service

Working in our client's best interests.

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Certified Financial Planner™

We meet CFP standards and are committed to serving our clients.

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Our Approach

Caring team of advisors who treat clients like family.

Blog

Sustainable Investing

Health of the planet is a concern for us all.

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See All Services

Read Our Blog to Stay Informed About Our Latest Perspectives

Find That Lost Retirement Account

With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.

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How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

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Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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First Year of Retirement: What to Expect

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Focus On What Matters Most

Mission StatementWe take the time to get to know you, your family, and all your most important priorities.

Wealth Management Planning

Institutional Retirement Plan Services

Fiduciary Service

Certified Financial Planner™

Our Approach

Sustainable Investing

Read Our Blog to Stay Informed About Our Latest Perspectives

Find That Lost Retirement Account

How to Read Your Credit Report

Problems with Probate

First Year of Retirement: What to Expect

The Power of Compound Interest

Let's Talk. Take the First Step.

Want to be Smarter With Your Money?

^{Mission Statement}
We take the time to get to know you, your family, and all your most important priorities.

Wealth Management
Planning

Fiduciary
Service

^{Let's Talk.}
Take the First Step.