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FOR THE ROAD TO FINANCIAL FREEDOM

The road to financial freedom may often face unexpected obstacles and detours. Kross Wealth Management is dedicated to keeping you at the wheel while helping you navigate the best way to your financial destination.

About

ABOUT US

At Kross Wealth Management, we are committed to providing personalized financial planning and investment management services. Our goal is to empower you to make informed decisions that will lead to a secure financial future. Let's start planning your financial journey together.

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Features

OUR SERVICES

At Kross Wealth Management, we offer a comprehensive range of financial services tailored to meet your specific needs. Whether it's retirement planning, investment management, tax strategies, or estate planning, we've got you covered.

01

Retirement Planning

Our team specializes in creating customized retirement plans that align with your long-term goals and aspirations.

02

Investment Management

We provide personalized investment management strategies to help grow and protect your wealth over time.

03

Estate Planning

Estate planning is essential for preserving your legacy and ensuring your assets are distributed according to your wishes.

Projects

CLIENT RESOURCES

Contact

CONTACT US

Located at 231 Main St. Vestal, NY 13850

Email: tkross@creativeonewealth.com

Tel: (607) 624-6106

You can also contact us by using the form below:

JOIN OUR MAILING LIST

© 2023 by Kross Wealth Management. All rights reserved.

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