Delivering insightful advice Building on a foundation of trust

Cross & Vannelli Wealth Consulting Services James Bradford Cross, Bradford Vannelli, Rose Ann O'Grady

Cross & Vannelli Wealth Consulting Services


phone

866-468-6547





address

UBS Financial Services Inc.
2301 W Big Beaver Road
Suite 800
Troy, MI 48084



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you'd like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



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