ABOUT US

WHO WE ARE

As our slogan states, “Small Enough to Appreciate You – Large Enough to Serve You.” We want to know our clients and we want them to know us.

25

Years of Experience

350

Completed Projects

About Us

Listening To Gain Knowledge And Best Serve Clients

Our goal at Financial Depot is to help our clients maximize their personal investment objectives. We deliver personal attention from the very beginning of our relationship. We strive to provide all the resources and expert advice the client needs to turn their financial visions into reality.

WHO WE ARE

As our slogan states, “Small Enough to Appreciate You – Large Enough to Serve You.” We want to know our clients and we want them to know us.

DENNIS V. HOFFMAN

Dennis is a Certified Financial Planner, Investment Advisor Representative, and Owner of Financial Depot. Dennis joined the US Army in 1962 and proudly served as a Finance Clerk. Achieving a Master's Degree in General Education. In 1968, Dennis taught elementary school students and coached swimming for the next 20 years. In 1981, Dennis began working in the Securities industry and started Financial Depot in 1997. Dennis has continued to provide focused investment advisory services to this day.

FORREST J. MEANS

Forrest is an Investment Advisor Representative and Business Development Manager at Financial Depot. Joining the Military at 17, he is an 11-year Veteran of both the US Navy and the US Army National Guard. Serving as a Medic and Infantryman, he deployed several times both domestically and abroad. After his service, he became a Medical Education specialist, teaching healthcare professionals for over 15 years. Forrest achieved a BS in Business Management in 2016.

DISCLOSURE:

The composite return is taken from current clients’ accounts and is believed to be accurate. The returns presented are net of all adviser fees and include the reinvestment of dividends and income. Investors may also incur other transaction costs such as brokerage commissions, custodial costs, and other expenses. The net compounded impact of the deduction of such fees over time will be affected by the amount of the fees, the time period, and the investment performance.  THE DATA SHOWN REPRESENTS PAST PERFORMANCE AND IS NO GUARANTEE OF FUTURE RESULTS. NO CURRENT OR PROSPECTIVE CLIENT SHOULD ASSUME THAT FUTURE PERFORMANCE RESULTS WILL BE PROFITABLE OR EQUAL TO THE PERFORMANCE PRESENTED HEREIN. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable. The value of an investment may be affected by a variety of factors, including economic and political developments, interest rates, and issuer-specific events. Performance records of any accounts and composites presented herein reflect the particular guidelines, cash flows, and timing considerations applicable to that account or group of accounts. Careful consideration should be given to the potential differences between any account opened in consideration of the information contained in this presentation and the results of any accounts shown herein. The returns were prepared internally by Financial Depot and are unaudited. Tracking and calculating investment performance is cumbersome. Financial Depot puts forth its best effort when calculating performance. This notwithstanding, mistakes can be made. Financial Depot reserves the right to change previously reported performance numbers without notification and free from liability should the firm discover a computational mistake that leads to a change in previously reported performance. Contact Financial Depot for the firm’s most up-to-date investment performance data.

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of Cross State Financial Group, LLC, and our editorial staff.  The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation.   

 

Images and photographs are included for the sole purpose of visually enhancing the website.  None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. 

 

Investment Advisory Services are offered through Cross State Financial Group LLC – An SEC Registered Investment Advisory Firm.

Securities are offered by Registered Representative Steve Iversen through Crown Capital Securities, L.P. member FINRA/SIPC.

Cross State Financial Group LLC and Crown Capital Securities, L.P. are not affiliated companies.

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