Company Performance Metrics
Crossroads Financial Services is a financial advisory firm that specializes in creating personalized financial plans for individuals and families. The company offers a range of services including retirement planning, investment advice, and assistance with tax-deferred annuities, IRAs, Roth IRAs, and other retirement accounts. With a focus on
serving the needs of real people and families, Crossroads Financial Services emphasizes long-lasting, holistic relationships with its clients. The firm has a particular expertise in serving Texas educators, providing guidance on the Teacher Retirement System of Texas (TRS) and the Optional Retirement Program. Securities and advisory services are offered through LPL Financial, a registered investment advisor.
