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Our Process Fully understanding a persons needs is a process we feel is not always addressed well by completing an on-line form. These “fill in the blanks”…
Specialty Areas We can plan and plan for things and events in our lives. Yet, there are times when we are faced with unexpected changes. Having advisors…
The LPL Financial AdvantageLPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than three decades…
Independent Advisor AdvantagesWorking with a fully independent financial advisor can be a bit different than working with a large financial institution. There are some fundamentals…
There is often more than one way to handle a Cross Roads in your financial life.We look forward to working with you in creating your path.Our firm feels the best way to make a decision is to objectively understand all the roads which may be available to you.
At Cross Roads Investment Management, our name itself indicates a mutual understanding of how many people feel about their financial matters.They may see there is an intersection coming ahead in their lives through the “life changes” we all experience. They may be facing decisions which feel as if one wrong step is taken, it may set them back or delay their retirement, their children’s college funding, or even the financial gift they wanted to share with a charity or cause.
“Every financial journey crosses lines of choice and decision. Having an experienced guide matters.”
– Louis A. Falvo,Founder
Saving money properly can take effort and planning.We understand and we want to help.Get Started
Louis Falvo CIMA® CDFA®CEO and FounderFor over 25 years Lou Falvo has been advising clients about all things financial. His unique style creates a warm, welcoming approach for appropriate planning strategies to help individuals and families support their most important financial priorities.