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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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Steps to Protecting a Child with Disabilities

Planning for children with special needs can be confusing but by working together, we can help navigate those challenges.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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Surprises

Making the most of surprises is a great reason to work with us.

Separating the Signal From the Noise

A good professional provides important guidance and insight through the years.

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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

Finding the Balance

Steps to Protecting a Child with Disabilities

When Special Care Is Needed: The Special Needs Trust

Surprises

Separating the Signal From the Noise

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.