Debra Cross, Financial Advisor located in Delavan, WI

Financial Advisor
Debra Cross

MBA, CFP®, CPWA®, CEPA®
1034 C Ann Street, Delavan, WI 53115opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Manufacturing Professionals
  • College Savings
  • New Investors

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Cycling
  • Traveling

Team Members

  • Susan Black
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 03:00PM
Tue 08:30AM - 03:00PM
Wed 08:30AM - 03:00PM
Thu 08:30AM - 03:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(262) 728-4224

Fax

(888) 326-3171

Office Address

1034 C Ann Street
Delavan, WI 53115opens in a new window

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