Free Portfolio Analysis
Getting There, Starts Here
We know that every client’s situation is different. While each journey will be unique, how the journey begins remains the same. At StockCross, we respect your goals and priorities, and are dedicated to working with you to help achieve them. A StockCross Investment Specialist will review your current portfolio and discuss your long-term goals. We will answer your questions and provide recommendations without any fees or obligation.
StockCross Investment Specialists and Customer Service Representatives are available to meet with you in person (in select markets), by phone, or online by e-mail or live chat. We utilize the most effective tools and resources available to discover, implement and fully manage solutions for all of your investment needs.
Our Three Step Analysis
- Call Us: We will match you with a StockCross Investment Specialist.
- Submit: Send us your current investment statements via our secure e-mail address and/or private fax lines.
- Analyze: We will review your current holdings and provide your FREE portfolio analysis. All of your information will be held in the strictest confidence, in accordance to our commitment to your privacy and security.
today to receive your FREE portfolio analysis. View Daily Offerings
Learn more about our Company Heritage
and Investment Approach