Crossroads Financial Services

Crossroads Financial Services Crossroads Financial Services, LLC is an independent financial service firm. finra.org; sipc.org

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Investment advice offered through ICA Group Wealth Management LLC, a registered investment advisor and separate entity from LPL Financial. Crossroads Financial Services, LLC and Crossroads Bank are not registered as a broker-deal

er or investment advisor. Registered representatives of LPL offer products and services using Crossroads Financial Services, LLC and may also be employees of Crossroads Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crossroads Bank or Crossroads Financial Services, LLC. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Timely insight to put today’s news in perspective
02/28/2026

Timely insight to put today’s news in perspective

“Stop worrying about the world ending today. It’s already tomorrow in Australia.” – Charles Schulz, cartoonist and creator of “Peanuts.” The S&P 500 is less than 2% away from new all-time highs, yet worries and concerns remain top of mind. Clearly, the impact of AI has worried many inves...

Come check out our new location! Crossroads Bank will be providing refreshments, snacks, and entertainment for all. See ...
09/24/2025

Come check out our new location!

Crossroads Bank will be providing refreshments, snacks, and entertainment for all.

See you there!

08/04/2025

Stay on Top of Your Financial Life with Crossroads Financial Services!

- Financial Planning
- Retirement Income Mapping
- Budgeting
- Large Purchase Planning
- College Cost Projections
- Cash Flow Analysis

Give us a call to get started

Happy 4th of July from all of us at Crossroads Financial Services. Wishing everyone a safe and memorable Independence Da...
07/04/2025

Happy 4th of July from all of us at Crossroads Financial Services. Wishing everyone a safe and memorable Independence Day as we celebrate the 249th anniversary of our nation’s founding!

Make the Most of Your Social Security BenefitsAsk us about:✅ Claiming strategies to maximize your lifetime benefits✅ Max...
06/20/2025

Make the Most of Your Social Security Benefits

Ask us about:

✅ Claiming strategies to maximize your lifetime benefits

✅ Maximizing survivor benefits following the death of a spouse

✅ The recent elimination of the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) — and how it may affect you

📊 Contact us today for a personalized Social Security analysis tailored to your situation!

Your future deserves a strategy. Whether you’re saving to buy land, planning for your retirement, or investing in the fu...
06/09/2025

Your future deserves a strategy. Whether you’re saving to buy land, planning for your retirement, or investing in the future of your kids - we’ll help you put a plan in motion. Let’s talk about how to get there.

05/29/2025
On behalf of Crossroads Financial Services, LLC, we extend our sincere congratulations to this year’s graduates.Your ach...
05/19/2025

On behalf of Crossroads Financial Services, LLC, we extend our sincere congratulations to this year’s graduates.

Your achievements reflect your commitment, resilience, and determination.

We wish you continued success in all your future endeavors.

Crossroads Financial Services will be closed on April 18 in observance of Good Friday.We hope you have a wonderful Easte...
04/17/2025

Crossroads Financial Services will be closed on April 18 in observance of Good Friday.

We hope you have a wonderful Easter weekend with your family and loved ones! 🌷💐🐰

01/17/2025

Crossroads Financial Services will be closed on Monday, January 20th in observance of Martin Luther King Jr. Day. Have a great weekend and stay warm!

Crossroads Financial Services will be closed on December 24th & 25th, and will reopen on December 26th. We wish everyone...
12/24/2024

Crossroads Financial Services will be closed on December 24th & 25th, and will reopen on December 26th.

We wish everyone a very Merry Christmas!

Crossroads Financial Services, LLC is pleased to announce the addition of Nathan Matusek to our team.  Nathan was raised...
12/06/2024

Crossroads Financial Services, LLC is pleased to announce the addition of Nathan Matusek to our team. Nathan was raised in Yoakum, Texas, where he attended St. Joseph Catholic School and graduated from Yoakum High School.
After graduating from Texas A&M University in 2023 with a bachelor’s of science in Business Management Consulting, Nathan began his career in the financial services industry with Crossroads Bank in Yoakum. He recently transitioned to the Hallettsville branch of Crossroads Financial Services, LLC as an administrative assistant for financial advisor, Freeman James.
With his passionate interest in financial services, a strong work ethic, and deep family ties to our service area, Nathan is a great addition to our team and will eventually become a licensed financial advisor.
Outside of work, Nathan enjoys golfing, spending time with family, watching sports, and other outdoor activities. He is currently a member of the Yoakum A&M Club and Knights of Columbus Council #1582.
Please join us in welcoming Nathan to our team and feel free to stop by our Hallettsville office at 110 S. Main Street to meet him in person.

Address

406 W Grand Avenue
Yoakum, TX
77995

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