Crossover Capital Advisors
Financial Services
Yardley, Pennsylvania, United States
6 employees
- Employees
- 6
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Crossover Capital Advisors Overview
- Headquarters
- Yardley, Pennsylvania, United States
- Website
- www.crosscapadvisors.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2023
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Crossover Capital Advisors
Crossover Capital is here to help navigate the confusion and combat the anxiety in understanding your financial unknowns. By customizing our approach, we offer a tailored experience that addresses your precise requirements and goals. Our experienced team will help guide you with expertise, empathy, and vision towards a successful financial outcome. We do not accept commissions or referral fees for recommendations we give. As a client you will pay a flat fee for our provided services. Advisory Services offered through Crossover Capital, LLC a Registered Investment Advisor with the SEC. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.
Crossover Capital Advisors Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Crossover Capital Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rachelle Satloka | Director of Customer Success @ |
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|
|
| Alex Pron, Cfp®, Cbda | Founder, Wealth Strategist | New York City Metropolitan Area, United States |
Email
Phone
|
| Kenneth Castro | Finance Major at the College of New |
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|
Employees by Management Level
Executive
1 profile
Director
1 profile
Individual contributor
1 profile
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