Happy Birthday, Nazary! As an Advisor Apprentice, your dedication to learning and growth is inspiring. Wishing you a day filled with happiness and celebration. Here’s to a bright future with Crossvine! #TeamCrossvine #HappyBirthday
关于我们
Crossvine A Financial Planning Firm provides comprehensive and holistic financial planning to our clients by integrating insurance, investments, retirement income distribution, business succession, and estate planning. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://www.crossvine.nm.com/?
- 网站
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https://www.crossvine.nm.com
Crossvine A Financial Planning Firm的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Texas
- 类型
- 合营企业
地点
Crossvine A Financial Planning Firm员工
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Josh Whittiker, CPA, RICP?
Crossvine A Financial Planning Firm - Northwestern Mutual
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Jared Coats
Director of Branding at Crossvine A Financial Planning Firm + Freelance Creative Artist
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Brian Blair, CFP?, CPWA?, CEPA?, RICP?
Partner & Private Wealth Advisor at Crossvine A Financial Planning Firm
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Malorie Castelli
Director of Investment Operations at Prothro Blair Financial
动态
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We always love attending the Careers In Business Job Fair at the Dillard College of Business Administration! Connecting with potential team members and industry partners who are eager to make an impact in the financial planning industry is what we’re all about! Thank you to our friends at MSU Texas and the Career Management Center for another successful event! #TeamCrossvine #JobFair #MSUTexas
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Chief Investment Officer Brent Schutte discusses how tariff uncertainty is weighing on the Fed and what it may take for volatility to subside. https://lnkd.in/gc_98tVX
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In the face of market volatility, strategic foresight is invaluable. Crossvine A Financial Planning Firm’s market outlook services provide you with detailed insights and proactive strategies to ensure your financial plans remain strong and forward focused. Reach out to us to learn more by calling (940) 767-0303. #TeamCrossvine #MarketOutlook #TaxLawOutlook
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Happy 13th Wedding Anniversary to Josh and Juli! Your love and partnership inspire us all. May your journey together continue to be filled with joy, laughter, and cherished moments. #TeamCrossvine #WeddingAnniversary
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Happy Birthday to Josh, a dedicated advisor and integral part of Crossvine! Your expertise and commitment to our clients make a significant impact every day. Wishing you a fantastic birthday filled with joy and celebration. #TeamCrossvine #HappyBirthday
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Our office is closed today for an off-site team development day. If you have a trade request or need immediate assistance, please call 940-209-6350 and we'll ensure your request is handled promptly. Thank you and have a great weekend! #TeamCrossvine #TeamDevelopment
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Chief Investment Officer Brent Schutte discusses last week’s market volatility amid trade policy uncertainty. https://lnkd.in/gNBTEm7J
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A clear understanding of market trends can significantly enhance your financial planning. With Crossvine A Financial Planning Firm, you can gain access to thorough market outlook analyses that empower you to make strategic decisions and strengthen your investment portfolio. Learn more at https://lnkd.in/gn8HHFtP. #TeamCrossvine #MarketOutlook #TaxLawOutlook
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Happy St. Patrick’s Day! Today, let’s remember that securing your financial future is not about luck – it’s about strategic financial planning. Trust our team at Crossvine to guide you towards a more stable and prosperous future. #TeamCrossvine #StPatricksDay
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