U.S. Asset Management
InvestingHours:
1960 Satellite Blvd One Sugarloaf Centre, Suite 2200, Duluth GA 30097 Hours
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)
About U.S. Asset Management
U.S. Asset Management is a fiduciary advisor offering portfolio management and financial planning services. David Cross and his team work with individuals experiencing significant financial changes due to the sale of a business business, retirement, divorce or other life event. Our clients range from blue collar business owners, to surgeons, business professionals and even philanthropists. David Cross is a Certified Portfolio Manager, Certified Divorce Financial Analyst, Certified Retirement Planning Counselor and a candidate for the Certified Financial Planner designation. U.S Asset Management - "Helping you make better decisions with your money." TM
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- Duluth, Georgia