Crossroads Financial Group, LLC

Crossroads Financial Group, LLC Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

any and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. AR License #18668349

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

3030 Northwest Expy #1800, Oklahoma City, OK 73112
214-870-1226
405-813-7523

My Oklahoma License # is 3000215949.

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's s...
08/08/2026

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
08/08/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4c4YDuM

Address

3030 Northwest Expressway #1800
Oklahoma City, OK
73112

Telephone

+12148701226

Website

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