Cross Financial

Raymond James is a global financial services firm offering trusted advice and tailored strategies for individuals and institutions. With a focus on understanding each client's unique complexities, Raymond James advisors provide specialized expertise to help clients plan for their financial future. Generated from the website

The Planning Group is a professional services firm based in Scottsdale, AZ, specializing in strategic planning and consulting services for businesses of all sizes. With a focus on helping clients achieve their long-term goals and objectives, The Planning Group offers tailored solutions to address a wide range of organizational challenges. Generated from their business information

Jon Rosenthal has 30 years of experience in the financial services industry focusing on retirement accounts, retirement account rollovers and income tax preparation. With a steady hand, Jon has guided clients through good and bad economic times. He has a comprehensive approach that reflects your priorities and your financial needs, while helping you minimize risk as you protect, grow or distribute your wealth.