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Last updated: Over a year ago
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Financial Planning
About Tom Martin CFP AAMS , Financial Advisor
At Crossed Pines Wealth Management (Tom Martin CFP® AAMS®), we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the cen Go to full description...
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M-Th 9:30am-4pm, F 9:30am-1pm, Sa-Su Closed (Additional Hours Available by Appointment)
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Email address:
tom.martin@crossedpineswealth.com
At Crossed Pines Wealth Management (Tom Martin CFP® AAMS®), we live by the code of the west. That means that we take pride in our work, and ride for our clients. We always place our clients at the center of their financial plan. We are trusted, strategic partners who have a deep knowledge of the financial markets and partner with our client to understand their priorities. Client success is the foundation which drives us.
Crossed Pines Wealth Management’s client-centric approach allows us to deliver comprehensive wealth management services that include: Financial Planning, Retirement Planning and Estate Planning.
With financial plans customized to each of our client’s unique financial needs and goals, we will not leave you lost in the woods.
Services:
Financial Planning, Retirement Planning, Estate Planning, Portfolio Management, Asset Management, Savings Plans
Year Established: 2002