About Us

Cross Financial Services & Equity Holdings has been serving the DFW metroplex since 1999. We updated our mission statement in 2004 and company name in 2008 to better serve the needs of our clientele. The mantra of our firm is to "Help Clients Help Themselves" and we believe that in educating our customers they will become clients and eventually lifetime partners.

We continuously invest in technology to better serve you and your immediate needs. Over the past few years, we've invested in technology, automation and products, to better meet the needs of our clients. Our strategy has paid off, as we're now faster, easier to work with, and more flexible than ever before. We recognize that our mutual success is based on how hard we are working for you - generating tools, products and support to help you to succeed.

We work with the best carriers so we can offer the best. The companies we represent were handpicked because of their reputation for great protection, the finest customer service and fair claims assistance. We make sure that you have the best coverage from the best places.

The Future:

CFS Equity is moving beyond offering products as we will provide a more Holistic approach to serving our clients. One of our most unique philosophies is Layered Life Insurance; this is one of many ways to protect yourself and loved ones. We remain excited and extremely optimistic about what the future holds. Stay tuned there is more to come!