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Cross Roads Investment ManagementFinancial advisor in Charleston, SC

Cross Roads Investment Management is a financial advisor at 498 Wando Park Blvd #600, Mt Pleasant, SC 29464, ranked #26 of 117 financial advisors in Charleston and rated 4.9 from 8 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Charleston, SCUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Cross Roads Investment Management
Address498 Wando Park Blvd #600, Mt Pleasant, SC 29464, Charleston, SCGet directions
Phone(843) 212-2085
Websitecrossroadsinvestmentmanagement.com
Google rating4.9 from 8 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Charleston and 6 towns within 25 miles: Mount Pleasant, North Charleston, Hanahan, Goose Creek, Ladson and Summerville.

Based in Charleston, SCView on map

Questions about Cross Roads Investment Management

How is Cross Roads Investment Management ranked in Charleston?

Cross Roads Investment Management is ranked #26 of 117 financial advisors in Charleston by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Cross Roads Investment Management serve?

Serves Charleston and 6 towns within 25 miles: Mount Pleasant, North Charleston, Hanahan, Goose Creek, Ladson and Summerville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Cross Roads Investment Management?

Cross Roads Investment Management has a rating of 4.9 from 8 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Cross Roads Investment Management?

Call Cross Roads Investment Management on (843) 212-2085. The business is at 498 Wando Park Blvd #600, Mt Pleasant, SC 29464, Charleston, SC. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Cross Roads Investment Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Cross Roads Investment Management (this business)—694.9 (8)——
Fidelity Investments - Charleston, SC#24693.8 (16)NoNo3.5 mi
Integritas Wealth Strategies, LLC#25695.0 (8)NoNo5.3 mi
Charles Schwab#27683.8 (13)NoNo3.1 mi

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