Cross Wealth Management

Closed
Call
Website
317 Clark Ave
Ames, IA 50010
+1 (515) 233-3905
http://www.crosswealth.com

Cross Wealth Management is an independent wealth management and financial services firm located in Ames, IA, dedicated to helping individuals and businesses achieve their financial goals. Led by President and Investment Adviser Representative Terry D. Cross, the firm emphasizes a personalized approach, walking alongside clients through their financial journeys.

The team at Cross Wealth Management includes skilled professionals such as Maeann Unser and Dani Duns, who specialize in individual and group account operations. With a commitment to client-focused service, they aim to provide tailored strategies and guidance amidst a multitude of advisory options available in the market.

Generated from the website

Also at this address

Own this business?
See a problem?

You might also like

Severson Insurance Agency, Inc

Severson Insurance Agency, Inc is an independent insurance agency providing excellent coverage options for clients throughout the Ames, Iowa area. We are family owned and work with many leading insurance companies to help you find the best rates and coverage options for your home, car, business a...

American Family Insurance - Jon Fuhs

American Family Insurance - Jon Fuhs located in Ames IA offers a range of insurance products to meet the needs of individuals and families. With a focus on customer service the agency provides personalized coverage options including auto home and life insurance. The friendly staff is dedicated to helping clients navigate their insurance choices ensuring peace of mind and financial security. Generated from this place's information
Business services, nec, nec

Northwestern Mutual

Northwestern Mutual Financial in Ames is represented by Chad E Copley, a dedicated financial advisor who provides expert guidance and support to clients. With a focus on financial planning and wealth management, Chad E Copley helps individuals and families achieve their financial goals through Northwestern Mutual's comprehensive services and solutions. Generated from their website's infomation
United States›Iowa›Ames›Cross Wealth Management