CROSSETT Financial Services

About Us

Cindy Crossett, Owner of Crossett Financial Services, has been assisting investors for more than 13 years. Starting with a background in banking and accounting, she joined Geronimo Financial in 2010, rising to partner status in 2015, and in 2020 to owner.

Cindy holds four Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65, allowing her to manage money in a variety of platforms. Additionally, she has obtained her ChFC® (Chartered Financial Consultant), RICP® (Retirement Income Certified Professional) and WMCP® (Wealth Management Certified Professional) designations. Currently, Cindy is in the precertification stage of getting her CFP® (Certified Financial Planner™) designation. She has successfully completed all her coursework as well as passing the CFP® exam in early November 2023. Cindy is a licensed life, health, long-term care, fixed and variable annuities insurance agent. What this means for you, the investor, is that she is able to provide you with an overall financial plan. Her natural ability to strategically plan is evident in her client’s financial successes. The desire to assure clients that retirement is an achievable goal is deeply important to Cindy and will hopefully be apparent to you as well.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)
Crossett Financial Services and JWC/JWCA are unaffiliated firms.