Crossroads Planning, LLC Email Format
Financial ServicesCalifornia, United States2-10 Employees
Crossroads Planning, LLC is a small financial services firm based in Orange, California, that offers fee-only financial advisory services. It serves clients throughout Orange County and provides objective financial planning to help individuals build, manage, grow, and protect their assets through various life transitions. The firm holds professional designations including IRS Enrolled Agent status, NAPFA Registered Financial Adviser, and Certified Financial Planner™ professionals. The organization employs a small team of two to ten people. Reported annual revenue is in the range of $1 million to $10 million.