Crosbie Financial
Crosbie Financial
76 East 200 North
, Suite 110
Logan
Utah
84321
United States
Tel: (435) 752-5558
Website:
https://www.crosbiefinancial.com/
Business type:
Business Information
Crosbie Financial helps individuals and families in Cache Valley and the surrounding areas build clear, confident financial plans tailored to their lives. Our services include investment strategy, tax planning coordination with CPAs, retirement income planning, estate planning guidance, business transition support, and Social Security and Medicare planning. With a focus on understanding each client’s goals and values, Crosbie Financial creates strategies designed to support long-term clarity and peace of mind. Schedule a free consultation now!
Riley Crosbie, owner of Crosbie Financial and a certified financial planner
Jordan Castleton, private wealth advisor in Cache Valley
Megan Miller, team member of Crosbie Financial
Retirement Spending Plan with Crosbie Financial
Savings Plan and Tax Savings Ideas with Crosbie Financial
Opening Times
Mon-Fri 9am-5pm, Sat-Sun Closed
Mon-Fri 9am-5pm, Sat-Sun Closed
Payment Methods Accepted
American Express, Apple Pay, Cash, Check, Discover, Invoice, MasterCard, Visa
American Express, Apple Pay, Cash, Check, Discover, Invoice, MasterCard, Visa
Additional Phone Numbers
Mobile
(435) 752-5558Services:
Savings Plan, Investment Approach, Tax Savings Ideas + CPA Teamwork, Retirement Spending Plan, Estate Planning, Tax-Smart Charitable Giving, Posterity Financial Wellness, Transition Out of My Business, Social Security & Medicare
Established:
2025
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