Cross Financial Referring Clients to Sherman & Armbruster

 
 
Posted by: Sherman & Armbruster    |    Thursday, July 13, 2017

GREENWOOD, IN - The founder of a Franklin financial firm is recommending his clients to Sherman & Armbruster LLP, both firms announced today.

Jeff Joyce, President of Cross Financial Services, has accepted an executive position with another company.

Joyce said his company is referring his tax, bookkeeping and accounting clients to Sherman & Armburster in Greenwood because of their experience and resources.

“We have known Sherman & Armbruster partners Pat Sherman, John Grant and Angela Coy for many years and believe in their expertise. We trust they will provide our clients with service at or above the levels that they have come to expect from Cross Financial Services,” Joyce said.

Joyce said he is communicating with clients and requesting their permission to share their information.

“We are pleased to work with Jeff through this transition. We have known him for many years. We share his commitment to clients and customer service,” said Patrick A. Sherman, Founding Partner at Sherman & Armbruster.

Founded in 1983, Sherman & Armbruster offers a high level of expertise in all areas of tax planning and preparation and business assistance. Their diverse line of services helps individuals, small businesses, large companies and local governments navigate the complexities of tax regulations and fiduciary responsibilities.

Cross Financial Services has served community banks throughout the Midwest with total assets sizes ranging from $25 million to $2 billion as well as local businesses, not-for-profit organizations and individuals.