U.S. Asset Management
InvestingHours:
1960 Satellite Blvd One Sugarloaf Centre, Suite 2200, Duluth GA 30097 Hours
About U.S. Asset Management
U.S. Asset Management is a fiduciary advisor offering portfolio management and financial planning services. The team, led by Certified Portfolio Manager, Certified Divorce Financial Analyst, and Certified Retirement Planning Counselor David Cross, works with individuals experiencing significant financial changes due to life events such as the sale of a business, retirement, or divorce. The firm's clients range from blue-collar business owners to surgeons, business professionals, and philanthropists. U.S. Asset Management is known for its commitment to client service and financial prosperity. The team is highly responsive and proactive, checking in with clients quarterly without fail. They go above and beyond to ensure clients feel confident and secure in their financial journeys, providing knowledgeable and trustworthy guidance. Clients appreciate the firm's dedication to avoiding high-fee assets that only benefit the advisors. Overall, U.S. Asset Management and David Cross are highly recommended for their expertise, responsiveness, and genuine care for their clients' financial well-being.
Most Recent Reviews
September 2024
I really appreciate the attentiveness and enjoy the warmth and kindness of every interaction! Partnering with them was a great decision!
September 2024
I highly recommend Dave Cross and his team at US Assets for your financial planning needs. He is honest, very knowledgeable and cares about the welfare of his clients. If you have a need for portfolio management, Contact Dave. You won‘t be disappointed!
September 2024
They provide exceptional service with great responsiveness and attention to detail. Couldn't be happier with them!
More Comments(23)
You May Also Like
3.3 miles
PNC Bank Bank, Mortgage Brokers
- Duluth, Georgia
