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Business Profile

Financial Services

Crossroads Investment Planning
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(937) 387-9561Email BusinessWrite a Review

About

Overview

Crossroads Investment Planning

1204 Archer Dr

Troy, OH 45373-3842

Get DirectionsView Service Area
See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Crossroads Investment Planning is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This business offers financial services such as estate planning, retirement and investment advisory services. 

BBB Accredited Since: 8/29/2023

Years in Business: 9

Business Details

Local BBB:
BBB of Dayton and Miami Valley
BBB File Opened:
1/23/2020
Business Started:
12/22/2016
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Brian Addis, Founder

Additional Contact Information

Principal Contacts
Mr. Brian Addis, Founder
Customer Contacts
Mr. Brian Addis, Founder
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of CRD#: 5838052 for this business, issued by Financial Industry Regulatory Authority

Financial Industry Regulatory Authority

1735 K Street

Washington DC 20006

301-5906500

BBB records show a license number of 832374 for this business, issued by Ohio Department of Insurance. The expiration date of this license is 6/30/2028.

Ohio Department of Insurance

50 W Town St, Ste 300

Columbus OH 43215

800-6861526Website

Additional Information

Other Resources
Department of Financial Institutions
77 S High St 21ST Fl
Columbus OH 43215
Phone Number: (614) 728-8400
www.com.state.oh.us/ODOC/dfi/
Division of Securities
77 S High St 22nd Fl
Columbus OH 43215
Phone Number: (614) 644-7381
www.securities.state.oh.us/
Financial Industry Regulatory Authority
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500
Securities and Exchange Commission (SEC)
450 Fifth Street, N.W.
Washington DC 20549
Phone Number: (202) 942-7040
Business Categories
Financial Services, Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services, Financial Consultants, Estate Planning and Management, Risk Management

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