Cross Border Associates LLC

Services Offered

• Retirement benefits consulting
• Registered plan management
• Tax preparation
• Exit strategy development
• Immigration services
• Healthcare insurance
• Cross-border investment management
• Estate and trust planning

About

Cross Border Associates is a financial consulting firm located in Delray Beach, Florida, specializing in cross-border financial advice for Canadians living in the US and American citizens residing in Canada. The firm provides comprehensive services including retirement benefits consulting, registered plan management, and tax preparation that leverages the US-Canada Tax Treaty. Additionally, they assist clients in developing exit strategies for moving between Canada and the US, and offer connections to professionals in immigration services, healthcare insurance, and estate planning. Their focus is on helping individuals navigate the complexities of cross-border financial issues.

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