Crossbridge Financial Group

Crossbridge has been providing access to financial planning and investment advice to individuals and businesses since 1997. As an independent financial firm and as Investment Adviser Representatives of Commonwealth Financial Network, we proudly oversee client assets totaling over $460 million.

Our clients come to us with a broad range of financial needs and concerns—whether its individuals who are approaching retirement or a business owner looking to implement a company retirement plan, we can help.

Regardless of the issue at hand, three factors have consistently contributed to our clients' success:

A Personalized Approach
Financial planning is a process that needs to be carefully considered, with each step building upon the next. You need a clear, well thought out course of action, which is why we take the time to get to know each of our clients. We want to make sure we fully understand your goals, needs, challenges, and attitudes before we recommend a course of action.
No Bias Towards Proprietary Products
We are an independent firm and are not affiliated with any proprietary products. This gives us the freedom to choose from a wide selection of investment options without bias towards any particular products.
Extensive Experience
The advisors of Crossbridge Financial Group have an average of 20 years of experience. Each encourages cooperation with a client's personal attorney, accountant, or other professionals to create a well-rounded counseling team.