Crossvine A Financial Planning Firm

Crossvine A Financial Planning Firm Northwestern Mutual Private Client Group
Forbes Best-In-State Wealth Advisors 2024
We run on EOS
📍Wichita Falls 📍 Dallas 📍 Fort Worth 📍 Amarillo

The vision of Crossvine A Financial Planning Firm is to be at the center of our client’s financial lives by planning and delivering financial security through a caring team, engaging technology, long-term product values, and the financial strength only Northwestern Mutual can provide.

If saving for your child’s education is a major goal, we can help you find the college savings options that would work b...
06/03/2026

If saving for your child’s education is a major goal, we can help you find the college savings options that would work best for your family.

When it comes to saving for your child’s college education, you may have more options than you realized. Here are seven of the best.

Happy 2nd Anniversary, Teri & Camden!  Two years down – here’s to many more filled with love, laughter, and little momen...
06/01/2026

Happy 2nd Anniversary, Teri & Camden!

Two years down – here’s to many more filled with love, laughter, and little moments that matter. Enjoy your day!

Happy 4-Year Workiversary, Fynne!  Four years of showing up, making a difference, and making Crossvine better every day....
06/01/2026

Happy 4-Year Workiversary, Fynne!

Four years of showing up, making a difference, and making Crossvine better every day. We’re proud of everything you bring to the team – thanks for being such an important part of our journey.

05/28/2026

I'm proud to work with a company that truly cares. Northwestern Mutual offers scholarships for childhood cancer survivors and their siblings. It’s a program that helps lift some of the financial burden from families and helps the students pursue their dreams through higher education.

Happy 3rd Anniversary, John Luke & Charlotte! Three years of laughter, memories and love – here’s to many more adventure...
05/27/2026

Happy 3rd Anniversary, John Luke & Charlotte!

Three years of laughter, memories and love – here’s to many more adventures together! Enjoy your day!

Happy 2nd Anniversary, Megan and Scott! Here's to many more memories, laughter, and adventures together. Cheers to you b...
05/25/2026

Happy 2nd Anniversary, Megan and Scott!

Here's to many more memories, laughter, and adventures together. Cheers to you both!

Happy 7th Anniversary, Bryce and Whitney! Seven years of love, partnership, and shared adventures – here’s to many more ...
05/25/2026

Happy 7th Anniversary, Bryce and Whitney!

Seven years of love, partnership, and shared adventures – here’s to many more memories and moments together. Wishing you a beautiful day and a lifetime of happiness.

Our office is closed today in observance of Memorial Day.  We honor and remember those who made the ultimate sacrifice f...
05/25/2026

Our office is closed today in observance of Memorial Day.

We honor and remember those who made the ultimate sacrifice for our freedom.

We will reopen at 8:00 AM on Tuesday, May 26th.

Happy Birthday, Treston!  Today we are celebrating a trusted partner and advisor whose commitment to his work and his fa...
05/24/2026

Happy Birthday, Treston!

Today we are celebrating a trusted partner and advisor whose commitment to his work and his family inspires us all. Wishing you a day filled with joy, good company, and some well-deserved time with the people you love!

You might have heard about the new retirement accounts for kids. It could be a great opportunity to start building wealt...
05/22/2026

You might have heard about the new retirement accounts for kids. It could be a great opportunity to start building wealth for the next generation. To see if it’s the right thing for your family, let’s talk. I can help you understand how it fits in your financial plan. Reach out anytime. https://www.northwesternmutual.com/life-and-money/what-parents-need-to-know-about-trump-accounts/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_starting-to-invest_field&utm_term=trump-accounts&agentid=095877

Address

2405 Kell Boulevard , Ste 200
Wichita Falls, TX
76308

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19407670303

Alerts

Be the first to know and let us send you an email when Crossvine A Financial Planning Firm posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Crossvine A Financial Planning Firm:

Share