Crossbridge Financial Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

We invite you to experience the difference at Crossbridge Financial Group.  It’s an approach built around you. We can help whether you are retired or preparing for retirement, at a major life change, accumulating for college, or a business owner looking to implement a company retirement plan. 

We believe in the power of freedom of choice and the value of impartial advice.  Since 1997 we have been providing truly independent advice and comprehensive financial planning through personal service and individual attention.   We proudly oversee client assets totaling over $1 billion.  Most of all, we are proud of our relationships with our clients and work tirelessly every day to continue to earn their trust.

To schedule a complimentary first meeting please contact our office.

Headquarters:  290 Linden Oaks, Suite 320, Rochester, NY 14625.  585-203-1130

Offices also located at: 
635-D Chapel Hill Rd, Burlington, NC 27215.  336-350-8305
1255 Crescent Green, Cary, NC 27518.  919-336-9036
100 Europa Dr, Chapel Hill, NC 27517.  919-903-8407
260 Fairport Village Landing, Fairport, NY 14450.  585-425-9665
2906 Hull Rd, Kinston, NC 28504  800-655-9487
1213 Culbreth Dr, Wilmington, NC 28405.  800-655-9487  

For regulatory purposes, we cannot post or respond to comments or e-mails through this site.  

This communication is strictly intended for individuals residing in the states of
AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org. A Registered Investment Adviser. 

Please review our Terms of Use here:  www.commonwealth.com/termsofuse.html

Sign up for free to view info

Company overview Email format