CROSS ROADS INVESTMENT MANAGEMENT

At Cross Roads Investment Management, our name itself indicates a mutual understanding of how many people feel about their financial matters... My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service... For over 25 years Lou Falvo has been advising clients about all things financial. His unique style creates a welcoming approach for appropriate planning strategies to help individuals and families support their most important financial priorities.

Primary location: Mount Pleasant United States