Crossroads Financial Group

My mom's annuity (she paased away early Spring of this year)was placed in this sham of a firm's hands. Had an agent who worked with me. Name was Brent. I left a vm requesting a statement because I had not heard a peep from them when I signed papers with them April 20th. I was told when I returned a call during my lunch break that "they could not find my account" by using my name and several identifiers. I told the woman I spoke with that My account was with Brent and she sure should have some record of this. She insisted " we are not handling your account". I asked who is and she said"I have no access to it because we are not handling it". I asked if you " lost my account- was upset". They told me "it isn't lost " and were laughing at me. I told them I heard them laughing and that was very unprofessional. The woman on the other end totally ignored me and talked over me repeating a 1-800 number " who can tell me where my account was". Mean sprouted Lutheran jerks.
Oct 15th, 2023

Service is great, exponentially superior than another leading advisor group we worked in the area. Delighted we made the complete move. Integrity and dedication to their clients are why we do business with Crossroads Financial.
Aug 19th, 2021