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Crosbie Financial Owner verified
76 East 200 North Suite 110 Logan, UT, 84321Last time updated: 1/21/26, 5:15 PM
About
Crosbie Financial helps individuals and families in Cache Valley and the surrounding areas build clear, confident financial plans tailored to their lives. Our services include investment strategy, tax planning coordination with CPAs, retirement income planning, estate planning guidance, business transition support, and Social Security and Medicare planning. With a focus on understanding each client’s goals and values, Crosbie Financial creates strategies designed to support long-term clarity and peace of mind. Schedule a free consultation now!
Images
Retirement Spending Plan with Crosbie Financial
Savings Plan and Tax Savings Ideas with Crosbie Financial
Riley Crosbie, owner of Crosbie Financial and a certified financial planner
Jordan Castleton, private wealth advisor in Cache Valley
Megan Miller, team member of Crosbie Financial
Frequently Asked Questions
When was Crosbie Financial founded?
Crosbie Financial was founded in 2025.
Which days is Crosbie Financial open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Crosbie Financial main services?
Savings Plan, Investment Approach, Tax Savings Ideas + CPA Teamwork, Retirement Spending Plan, Estate Planning, Tax-Smart Charitable Giving, Posterity Financial Wellness, Transition Out of My Business, Social Security & Medicare.
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