Meet our Wealth TEAM
At Crossroads we offer you more than flexible, customized products - we give you access to knowledgable, local experts who care about you and your situation.
Meet with an advisor via Microsoft Teams
Looking for a safe and convenient way to meet with your advisor from the comfort of your home? We've got you covered with Microsoft TEAMs.
All you need is a device that supports video, an internet connection and the Microsoft TEAMs app.
Connect with us to set up a video appointment with your advisor.
My Wealth Services Officer helped us see the true meaning of "Pay Yourself First." She worked with us to set up an initial savings plan that took our contributions on my pay days. We never missed the money, because it was gone before we even realized it was there. After a few months of this, she met with us again to revisit our plan and see how it was going. We realized that we were able to put even more away and since that time, we have watched our savings grow!"Crossroads Member