Focus On What Matters Most
We'll help you reach your financial goals so you can take care of the rest.
Mission Statement
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.

Institutional Retirement Plan Services
Working together to manage our clients' Retirement Plans effectively.

Certified Financial Planner™
We meet CFP standards and are committed to serving our clients.

Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
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