CrossPlans

CrossPlans

Financial Services Laguna Hills, California, United States 16 employees
Employees
16
Contacts
2
Emails
2

CrossPlans Overview

Headquarters
Laguna Hills, California, United States
Phone Number
Available in AeroLeads
Website
crossplans.com
Industry
Financial Services
Employees
16
Founded
2007
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About CrossPlans

CrossPlans is a boutique Third Party Administration firm organized around the belief that if we keep our promises, deliver on expectations and provide the highest quality work, business owners and plan sponsors will find it easy and enjoyable to work with us. At CrossPlans our goal is to deliver sophisticated solutions for Qualified Retirement Plans that Plan Sponsors and Centers of Influence will understand, value and deliver on their retirement plan and wealth accumulation goals.

CrossPlans Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

CrossPlans Org Chart

Sample employees and titles
Name Title Contact
Jordan Cross, Qka President at Crossplans
Email
Janie Rojas Retirement Plan Services - Loans
View
Lindsey Phillips, Apa, Aks Director of Operations at Crossplans
View
Kenneth Jackson, Cpc Senior Retirement Plan Consultant
Email

Employees by Management Level

Individual contributor 5 profiles
Associate / junior 2 profiles
Executive 1 profile
Director 1 profile
Senior / Lead 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 5 5 0
Executive 1 1 0

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