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Crossvine A Financial Planning Firm
- Financial Services
- Wichita Falls, TX
About this business
Our most important work doesn't happen via algorithm. It happens in the room with you. We’re a full-service team helping individuals, families, and businesses leverage what they have, grow what they care about, and spend their lives the way they’ve always wanted.
Location details
2405 Kell E Blvd., Suite 200, Wichita Falls, TX, 76308, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:30 p.m. | |
| Tue | 8:00 a.m. to 5:30 p.m. | |
| Wed | 8:00 a.m. to 5:30 p.m. | |
| Thu | 8:00 a.m. to 5:30 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I highly recommend Crossvine Financial Services. Josh Whittaker has taken the time to understand the goals for me and my family to help fine tune my investment strategy. I feel much more comfortable knowing that I can pick up the phone and have a personal interaction with someone who knows, values, and understands me instead of treating me as just another number. All of the staff at Crossvine have always been extremely helpful and pleasant to work with. I would recommend this planning firm to any of my friends or family.
I highly recommend Crossvine Financial Services, having been a satisfied customer for years. “Services” is the word I want to focus on. From help with life insurance, long term care insurance, to financial and retirement planning…my husband and I have always felt confident in the integrity, education, experience and judgement of Brian Blair and his team. Brian, Abigail Craig and the Crossvine team have given us stellar, individual attention, top notch service and peace of mind.
We started working with Charlie & Brian over 8 years ago. Now as Brian leads the Crossvine team, we are continually impressed with quick response to questions, proactive service to ensure our investments are handled wisely. Their investment modeling allows for changes and adaptations as the market & rules change. Top-notch group!
The Crossvine team has been guiding us through our post-retirement financial planning process for several years now. We trust them implicitly and would highly recommend them for your retirement planning needs.
I've been with Crossvine since it was Prothro Financial, and have been extremely pleased through the transition to Crossvine. I feel extremely safe with Northwestern Mutual products, and have been received tremendous advice and guidance from Brian Blair and Abigail Craig. I highly recommend Crossvine for anyone's financial planning.
Frequently asked questions about Crossvine A Financial Planning Firm
How is Crossvine A Financial Planning Firm rated?
Crossvine A Financial Planning Firm has a 5 star rating with 15 reviews.
When is Crossvine A Financial Planning Firm open?
Crossvine A Financial Planning Firm is closed now. It will open on Friday at 8:00 a.m.