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.

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Sustainable Investing

Health of the planet is a concern for us all.

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Read Our Blog to Stay Informed About Our Latest Perspectives

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Introducing the 530A Accounts

An article explaining 530A Accounts.

Why Do Renters Have to Save More?

How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.

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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

Four Reasons Millennials Need an Estate Strategy

Assess Your Life Insurance Needs

Prevent a Rift: Money Tips for Newlyweds

Introducing the 530A Accounts

Why Do Renters Have to Save More?

Let's Talk. Take the First Step.

Want to be Smarter With Your Money?

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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.