1622 Main Street,
Choosing a financial advisor is about finding a professional who possesses the vast knowledge to overcome your pain points and navigate your future. In the relaxed, welcoming environment at Crossroads Financial, you will discover a team that understands your challenges and your aspirations – because we, too, have traveled a similar path.
Jamie’s experience in tax preparation makes him particularly adept in many areas that affect your life. Many of our clients leverage our skills and specialties when it comes to their yearly tax returns. It is especially rewarding for us to uncover potential savings through tax-sensitive strategies.
Now that you know how we can help, let’s meet so we can get to know you better.
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