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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Crosbie Financial

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United States
Logan, UT
Crosbie Financial

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Guiding you to financial peace and prosperity

Crosbie Financial is a registered investment adviser. This page is for informational purposes only.

Investing involves risk. See our full disclosure in the pinned post below.

10/27/2026

Money can affect relationships, social plans and the choices you make every day. CFP Board research found that 67% of Americans have declined a social event because of cost, but don’t talk about it. Financial planning is about making money decisions that align with what matters most to you, and gives you the confidence and clarity to say so.

10/20/2026

Seen financial advice online that sounds too good to be true? Take a closer look. Before acting, consider who is giving the advice, whether it applies to your situation and what risks may be involved. Talk to a CFP® professional tolearn what is best for YOU!

10/13/2026

A financial plan can help you think beyond today. CFP Board research found that Americans working with CFP® professionals are more likely than others to report living comfortably, having emergency savings and having a will.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.

10/07/2026

October is National Financial Planning Month. Financial planning is about more than investments or retirement.
It's about connecting financial decisions with the goals, relationships and priorities that matter most. This month, we are joining CFP Board in highlighting why financial planning is more than money.

09/14/2026

A year-end market outlook, straight from Joshua Flade, CFA®.

Josh will break down where markets stand, the trends worth watching, and how to prepare for what’s ahead.

Wednesday, Sept 23 | 10 AM | Virtual via Zoom

Register using the QR code above or through our website - www.crosbiefinancial.com

09/11/2026

25 years ago today, America changed forever. We remember the lives lost, the heroes who ran toward danger, and the unity that followed. 🇺🇸

We were honored to join the Cache Chamber of Commerce's Patriot Day Invitational this morning in tribute. Thank you to the Chamber for hosting such a meaningful event. Cache Valley Chamber Of Commerce

09/03/2026

Feeling overwhelmed by Social Security and Medicare? You’re not alone! This event breaks down the essentials in an easy, friendly way. Whether you're just starting to explore your options or planning for the future, we’ll help you cut through the jargon.

To register for the Logan event on September 14th, click here: https://www.eventbrite.com/e/simplifying-social-security-medicare-logan-tickets-1998260725622

To register for the Brigham City event on September 15th, click here: https://www.eventbrite.com/e/simplifying-social-security-medicare-brigham-city-tickets-1999110597612

08/21/2026

Yesterday, our team spent some time with the Cache Valley Association of REALTORS® talking about the ins and outs of being self-employed.

There’s a lot that goes into running your own business, and we enjoyed sharing some financial insight and having a great conversation with local real estate professionals.

Thanks to Rachel Parish and the CVAR team for having us!

08/17/2026

Happy birthday, to our amazing ! We appreciate everything you bring to our team and are grateful to have you as part of it. Hope you have a great day celebrating! 🎉

08/05/2026

It was great to stop by and support the Cache Education Foundation Golf Tournament yesterday.

The Cache Education Foundation does incredible work to support students, teachers, and educational opportunities throughout Cache Valley. From classroom grants to student programs, their impact reaches far beyond a single event.

If you’re looking for a local organization making a lasting impact, the Cache Education Foundation is one worth supporting.

Cache Education Foundation

Address

76 E 200 N, Suite 110
Logan, UT
84321

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+14357525558

Website

http://crosbiefinancial.com/

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