Cross Coastal Advisors is a financial services firm specializing in comprehensive financial planning, with a proficiency in insurance-based solutions for defined marketplaces.
We work with our clients and their advisors to help ensure the proper coordination of their estate, tax, investment, asset and insurance planning. As a firm, we make it a priority to stay up to date with market, legislative and economic changes.
Our open-architecture process represents a core value at our firm, namely to work solely in the best interest of our clients. We are not restricted to using the products and services of any single company. Our singular motivation is to recommend and implement what is most suitable for our clients based on their unique situation.
As a team, we strive to provide an exceptionally high level of service.
For Individuals & Families