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This site is only intended for client and interested investors residing in states and countries in which Crossroads Financial Planning, Inc. is qualified to conduct investment advisory services.
Crossroads Financial Planning, Inc. is an SEC registered investment adviser located in Upper Arlington, Ohio. Crossroads Financial Planning, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-client of the firm, Crossroads Financial Planning, Inc.’s website is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Crossroads Financial Planning, Inc. At 614-459-1145 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Crossroads Financial Planning, Inc. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Crossroads Financial Planning, Inc. representative who is either registered or qualifies for an exemption or exclusion from registered in the state or country where the prospective client resides.
