Crossroad Financial Associates is a financial planning firm based in Dartmouth, MA, serving the South Coast since 2010. They specialize in retirement income planning, sustainable ESG investment management, and estate planning, with a focus on aligning money with purpose to help clients build, nurture, and share wealth. Their team of passionate professionals is dedicated to guiding clients through financial decisions and helping them live their best lives.
As a Dave Ramsey SmartVestor Pro, Crossroad Financial Associates is part of a network of trusted financial professionals who prioritize client needs and provide education and empowerment. They offer personalized financial solutions and are committed to delivering exceptional service. With a client-first mentality, they strive to address money questions and assist clients in achieving their financial goals.
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