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
January 2026
I would give Dave and his crew 10 stars if I could. I've been with them for several years now and love how they handle my money, contact me on a regular basis, quarterly reports. Dave and staff are outstanding folks the work with!!
July 2025
David is a leader in the financial world because he takes the time to research companies, the market, and other investors in order to take advantage of the current economic trends and position his clients for positive growth.
July 2025
Great company to work with and very easy to transfer funds and get advice. Best thing about it everything it is about patriotism, even your stocks. No more black rock for me.
More Comments(28)
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