Approach
The Washington Crossing Financial Group’s approach to financial management is holistic. We get to know our clients and their financial needs. Whether an individual or an institution; whether planning for retirement, college tuition or have a retirement plan that needs fiduciary financial management we will seek to satisfy their needs.
Philosophy
At Washington Crossing Financial Group we believe our value to clients is rooted in a strong advisory relationship distinguished by our personal and long-term approach. This approach starts with understanding the client’s financial service needs. Once determined this is where practical, professional experience is invaluable. We believe a strong advisory relationship must be characterized by integrity and delivered through solutions and advice that are transparent and understandable.
Who Our Clients Are
As Financial Advisors who hold the CFP® certification, we make a commitment to our clients to deliver the highest standard of service. Whether you are an individual or a corporation looking for full fiduciary financial services we are qualified to provide this and have been doing this for over twenty years. Today, our client base is made up of first, second and third generation families along with institutions. We truly care about our clients and wish to develop long-lasting relationships that start by listening and understanding their priorities and concerns.
Why We Are Different
As Financial Advisors that hold the CFP® certification, we make a commitment to our clients to deliver the highest standard of service. We truly care about our clients and wish to develop long lasting relationships that start by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals. We also believe that delivering exceptional client service is keystone.