Name: Asset Management
Address: 1960 Satellite Blvd, Duluth, GA, 30097, US
Telephone: (678) 894-0696
Rating: 5

We consider a financial plan so essential to your success that it is included as part of our fee to manage your investments. Schedule an initial meeting so that we can get to know you and understand what is most important to you. We will listen to your concerns, collect your financial data and use it to construct a financial plan and investment plan customized to your needs.

Our clients consistently tell us that they enjoy working with us because we care and we show it. If you are like many successful people, then you are sometimes so busy that you put your own important needs last on your to-do list behind taking care of family, clients, business, etc. Life can move pretty fast.

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Our success is measured by your success in achieving what is important to you and your family. Clients tell us that they get to spend more time and energy with their family, friends or their work and hobbies knowing that their assets are in capable hands. U.S. Asset Management was built on a foundation of integrity, prudent investment guidance and attention to our clients needs.

Reviews (8)

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Karen Karl

Jan 08, 2022

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Positive: Professionalism, Quality, Responsiveness, Value
I work for Dave Cross and I am also a client. He is honestly one of the most honest, caring, and knowledgeable people I have met. He truly cares about his clients and their welfare. He is also wonderful to work for.

Karen Lussi

Jan 29, 2020

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I highly recommend Dave Cross and his team at US Assets for your financial planning needs. He is honest, very knowledgeable and cares about the welfare of his clients. If you have a need for portfolio management, Contact Dave. You won‘t be disappointed!

Jose Lopez-Zeno

Jan 28, 2020

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David and his team are fantastic! Great communication and effective recommendations. I have known David for almost twenty years. He has never failed in provide me with solid advice. I give him the highest (and unrequested) recommendation on this review.

Bill Cahill

Dec 21, 2019

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My wife and I have been working with David and his team for over 20 years, and we've benefited greatly from their expert knowledge and sound planning. I highly recommend them.

Pat Mcdonough

Dec 02, 2019

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I have worked with David for several years. He is the best customer service advisor and smart as a whip. I would highly recommend him.

Shawn Bratton

Nov 29, 2019

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David and his staff are great, really easy to work with and we really like their advise and different options they can provide for our needs.

Jay Jenkins

Jul 14, 2019

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David and his staff are knowledgeable and always available to help. I highly recommend!

Joe La Bouff

Jul 04, 2019

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I have a client of Dave's for several years and I have found him to be trustworthy, knowaldgeable, creative and very service oriented. I appreciate that he stays current in micro and macro areas of interest. At times I will call him just to discuss some economic issue that interest me and he always is willing to share his perspective. I like that.