Merrill Lynch Financial Advisor Joshua Cross

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Joshua Cross is a financial advisor based in Charleston, West Virginia, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and a Certified Exit Planning Advisor (CEPA), Joshua specializes in providing comprehensive financial planning services. His practice is dedicated to helping individuals and families achieve their financial objectives through personalized guidance.

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