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VerifiedInvestment Advice· Founded 2022

Cross Border Financial Planning Usa

Cross Border Financial Planning USA LLC (CBFP USA) specializes in providing wealth management and financial planning to globally mobile individuals with US assets, including overseas Americans and foreign nationals in the United States. CBFP USA is an investment adviser an investment adviser located and registered in Pennsylvania. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the State of Pennsylvania. CBFP USA only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of CBFP's current written disclosure brochure which discusses among other things, its business practices, services and fees, is available through the SEC's website at: Please note, the information provided herein is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs. Certain hyperlinks or referenced websites on the Site, if any, are for your convenience and forward you to third parties' websites, which generally are recognized by their top‐level domain name. Any descriptions of, references to, or links to other products, publications or services does not constitute an endorsement, authorization, sponsorship by or affiliation with CBFP USA with respect to any linked site or its sponsor, unless expressly stated. Nothing provided herein constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.

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Employees3(1 to 10)Founded year2022Websitecbfpusa.comLinkedIn profileLinkedIn

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