What departments does Crossbridge Financial Group have?

Crossbridge Financial Group has employees across 9 departments including Finance, Entrepreneurship, Operations, Research, Administrative.

What is the largest department at Crossbridge Financial Group?

The largest department at Crossbridge Financial Group is Finance with 4 employees.

Where are Crossbridge Financial Group employees located globally?

Crossbridge Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Crossbridge Financial Group's team size changed over time?

Crossbridge Financial Group's team has remained stable from approximately 21 to 21 employees based on available data.

Crossbridge Financial Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

Crossbridge Financial Group is a financial services firm that emphasizes independent financial planning and comprehensive advisory services. It serves individuals planning for retirement, those navigating major life changes, and business owners looking to implement retirement plans. Since 1997, it has provided impartial advice and personal service, overseeing client assets totaling more than $1 billion. The company is headquartered in Rochester, New York, with additional offices in New York and North Carolina.

Crossbridge Financial Group Global Highlights

North America
56

United States Of America
56

Crossbridge Financial Group's Leadership

M. C.
Chief Executive Officer
Mobile Phone
Email
B. M.
Senior Vice President And Chief Investment Officer
Mobile Phone
Email
J. D.
Mortgage Broker Managing Partner At Safebridge Financial Group
Mobile Phone
Email
R. M.
Owner
Mobile Phone
Email
C. M.
Director Of Business Operations
Mobile Phone
Email
C. F.
Portfolio Manager Investment Management And Research
Mobile Phone
Email
C. M.
Office Manager
Mobile Phone
Email
P. T.
Manager
Mobile Phone
Email

Crossbridge Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Crossbridge Financial Group

Name

Title

Contact

Location

Last Update

C. S.
Senior Investment Research Analyst
Mobile Phone
Email
Oct 21, 2024
J. T.
Senior Financial Advisor
Mobile Phone
Email
Oct 21, 2024
L. S.
Senior Financial Advisor
Mobile Phone
Email
Oct 17, 2024
A. M. E. S.
Private Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
B. H.
Financial Advisor
Mobile Phone
Email
Jun 08, 2026
C. B.
Private Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
D. A.
Master Of Ceremonies
Mobile Phone
Email
Oct 24, 2024
D. P.
Private Wealth Advisor
Mobile Phone
Email
Oct 18, 2024
D. V.
Administrative Assistant And Receptionist
Mobile Phone
Email
Oct 22, 2024
J. W.
Planning Assistant
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Crossbridge Financial Group known for?

Crossbridge Financial Group was founded in 1997 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-585-203-****

. Explore Crossbridge Financial Group's company overview page for more information.

What is Crossbridge Financial Group's most common email format?

Crossbridge Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crossbridge Financial Group email formats with LeadIQ.

How many employees does Crossbridge Financial Group have currently?

Crossbridge Financial Group has approximately 20 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Crossbridge Financial Group's key employees and leadership?

As of July 2026, Crossbridge Financial Group's key employees include:

Chief Executive Officer: M. C.
Senior Vice President And Chief Investment Officer: B. M.
Mortgage Broker Managing Partner At Safebridge Financial Group: J. D.
Owner: R. M.
Director Of Business Operations: C. M.

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Crossbridge Financial Group Employee Directory

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Crossbridge Financial Group Global Highlights

North America
56

Crossbridge Financial Group's Leadership

Crossbridge Financial Group Employee Metrics

Contact profiles from Crossbridge Financial Group

Frequently Asked Questions

What is Crossbridge Financial Group known for?

What is Crossbridge Financial Group's most common email format?

How many employees does Crossbridge Financial Group have currently?

Who are Crossbridge Financial Group's key employees and leadership?

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in one platform.

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Crossbridge Financial Group Employee Directory

Find Crossbridge Financial Group employees' phone numbers or email addresses

Name search is limited — try advanced search instead

Crossbridge Financial Group Global Highlights

North America56

Crossbridge Financial Group's Leadership

Crossbridge Financial Group Employee Metrics

Contact profiles from Crossbridge Financial Group

Frequently Asked Questions

What is Crossbridge Financial Group known for?

What is Crossbridge Financial Group's most common email format?

How many employees does Crossbridge Financial Group have currently?

Who are Crossbridge Financial Group's key employees and leadership?

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What you can expect from LeadIQ:

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North America
56

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