Company Email Format Management

Crossgate Wealth Advisors, LLC

Investment Management Yardley, Pennsylvania, United States 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 1

crossadvisors.com LinkedIn

Crossgate Wealth Advisors, LLC Overview

Headquarters: Yardley, Pennsylvania, United States
Phone Number: Available in AeroLeads
Website: crossadvisors.com
Industry: Investment Management
Employees: 5
Founded: 2001
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Wealth Management Retirement Planning Estate Planning Tax Planning Education Planning

About Crossgate Wealth Advisors, LLC

Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $235 million for 185 clients. Our philosophy is to approach financial planning holistically, helping our clients make better decisions, reduce stress and ultimately meet their goals.

Crossgate Wealth Advisors, LLC Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 1; 25.0% coverage

Crossgate Wealth Advisors, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Barbara Rea	Partner and COO, Crossgate Wealth	Greater Philadelphia, United States	Email
Nick Von Dohlen	Wealth Advisor & Partner at Crossgate	Greater Philadelphia, United States	Email Phone
John Rea	Senior Wealth Advisor	Morrisville, Pennsylvania, United States	Email
Brandon Zahal	Wealth Advisor at Crossgate Wealth	Greater Philadelphia, United States	View