We'll help you reach your financial goals so you can take care of the rest.
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.
Helping our clients to meet their financial goals.
Working together to manage our clients' Retirement Plans effectively.
Working in our client's best interests.
We meet CFP standards and are committed to serving our clients.
Caring team of advisors who treat clients like family.
Health of the planet is a concern for us all.