Align Advisors
Janel Cross, AIF is a seasoned financial services professional with extensive experience in retirement plan advisory. Since founding AlignFSG in 2001, Janel has served as the Managing Partner and Partner, Director of Qualified Plan Services, specializing in the financial needs of employers and employees through expert support in 401(k) and 403(b) plan design, investment management, and fiduciary responsibilities. Prior to this, Janel gained sales experience at Merck from 1999 to 2001. Janel holds a B.S. in BioMathematics from Rutgers University and a Master’s degree in Financial Planning and Services from The American College of Financial Services.
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Align Advisors
Intentional investing is what we practice at Align. We believe that aligning financial plans and products with personal values and well-defined objectives is critical to achieving success. In short, we design personal and purposeful financial plans. And, because we are independent and free of competing interests or influence, we can do that. We have the luxury of planning and investing for the benefit of our clients, so our objectives can match theirs. Our mission is to solve your challenges, not reach our sales objectives. This communication is strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,MA,MD,NC,NJ,NY,PA,& VA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, http://www.FINRA.org/, http://www.SIPC.org, a Registered Investment Adviser. AlignFSG, 243 North Duke Street, Lancaster, PA 17602. 717.207.9230 Please review our Terms of Use here: www.commonwealth.com/termsofuse.html
Employees
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