Crossvine A Financial Planning Firm

Located in Houston, Texas

Address: 2405 Kell E Blvd Ste 200, Wichita Falls, TX 76308, United States

Phone: +1 940-767-0303

Rating: 5

Review 1 (2023-06-01 - Rating: 5)
I highly recommend Crossvine Financial Services. Josh Whittaker has taken the time to understand the goals for me and my family to help fine tune my investment strategy. I feel much more comfortable knowing that I can pick up the phone and have a personal interaction with someone who knows, values, and understands me instead of treating me as just another number. All of the staff at Crossvine have always been extremely helpful and pleasant to work with. I would recommend this planning firm to any of my friends or family.

Review 2 (2023-02-10 - Rating: 5)
I highly recommend Crossvine Financial Services, having been a satisfied customer for years. “Services” is the word I want to focus on. From help with life insurance, long term care insurance, to financial and retirement planning…my husband and I have always felt confident in the integrity, education, experience and judgement of Brian Blair and his team. Brian, Abigail Craig and the Crossvine team have given us stellar, individual attention, top notch service and peace of mind.

Review 3 (2023-02-11 - Rating: 5)
We started working with Charlie & Brian over 8 years ago. Now as Brian leads the Crossvine team, we are continually impressed with quick response to questions, proactive service to ensure our investments are handled wisely. Their investment modeling allows for changes and adaptations as the market & rules change. Top-notch group!

Review 4 (2023-02-13 - Rating: 5)
The Crossvine team has been guiding us through our post-retirement financial planning process for several years now. We trust them implicitly and would highly recommend them for your retirement planning needs.

Review 5 (2023-03-22 - Rating: 5)
Ive been with Crossvine since it was Prothro Financial, and have been extremely pleased through the transition to Crossvine. I feel extremely safe with Northwestern Mutual products, and have been received tremendous advice and guidance from Brian Blair and Abigail Craig. I highly recommend Crossvine for anyones financial planning.

Review 6 (2023-02-14 - Rating: 5)
We love working with those at CrossVine. They have served us for over 10 years and are always prepared and responsive. They also are flexible with our unique family situation. Excellence is the word that comes to me when describing CrossVine

Review 7 (2023-02-10 - Rating: 5)
Their team helped us develop a personalized plan to fit our values and goals. We always feel heard and respected and we know that the Crossvine team cares for us.

Review 8 (2023-02-09 - Rating: 5)
Exceptional professional service for 15 ÷ years. Resources for extra guidance in financial planning for all seasons of life. Thankful for the stability they have helped us establish for our retirement years!

Review 9 (2023-02-19 - Rating: 5)
We appreciate the open and honest discussions for decisions being made to improve our end result. Very prompt, trustworthy, and professional in aligning our plan to meet future goals.

Review 10 (2024-01-15 - Rating: 5)
The Crossvine team is very talented, caring, and trustworthy. I highly recommend them!

Review 11 (2022-11-23 - Rating: 5)
Jana and I had an excellent visit! She was attentive and answered all my questions. She made the visit inviting and informative. I highly recommend Jana and have done so .

Review 12 (2023-02-14 - Rating: 5)
Working with Crossvine works well for us! We value the highly trained and attentive team!

Review 13 (2023-02-11 - Rating: 5)
I appreciate the personalized approach and input from Crossvine. I always get a response quickly when I have questions!