Barbara Rea's Colleagues at Crossgate Wealth Advisors
Barbara Rea's Contact Details
HQ
N/A
N/A
Location
Greater Philadelphia
Greater Philadelphia
Company
Crossgate Wealth Advisors
Crossgate Wealth Advisors
Barbara Rea's Company Details
Crossgate Wealth Advisors
Morrisville, PA, US • 5 - 9 EmployeesInvestment Bank/Securities Brokerage
Crossgate Wealth Advisors, LLC is a registered investment advisor regulated by the SEC. We provide investment advisory and comprehensive financial planning advice on a fee-only basis. Current assets under management is approximately $130 million for 120 clients. Our philosophy is to approach financial planning holistically, helping our clients make better decisions, reduce stress and ultimately meet their goals.
Frequently Asked Questions about Barbara Rea
Barbara Rea currently works for Crossgate Wealth Advisors.
Barbara Rea's role at Crossgate Wealth Advisors is Paraplanner.
Barbara Rea's email address is ***@crossadvisors.com. To view Barbara Rea's full email address, please signup to ConnectPlex.
Barbara Rea works in the Investment Bank/Securities Brokerage industry.
Barbara Rea's colleagues at Crossgate Wealth Advisors are Nick Dohlen, Abigail Baldwin, Stephen Mehlbaum, John Rea, Maxwell Dalavai and others.
Barbara Rea's phone number is N/A