Securities and advisory services are offered by Bill Brady, Shane Russell manages the operations at Crossroads Financial Group.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
CrossRoads Financial has been helping families and businesses create independent financial futures for over three decades. With a focus on comprehensive financial planning, we build a financial plan around your unique needs and long-term goals, then provide the continued counsel, support, and resources as we work to turn that plan into a reality.
We are a local, family-owned and -operated business, and we stay firmly rooted in our values of trust, honesty, and integrity. Our clients come first in each and every financial recommendation we make. As an independent firm, we don’t focus on buying and selling products—we focus solely on helping you work towards your goals.
While we’re deeply rooted in our beautiful community here on Hilton Head Island, we’re proud to serve clients all around the country. We work with families and business owners alike, and consider each client to be a part of our CrossRoads Financial family.
We know that we’re not the perfect fit for everyone. But we invite you to reach out to us today, schedule an appointment, and talk with us to find out if CrossRoads Financial is the wealth management advisor you need.