Crossbridge Financial Group, LLC | Home
Offices in New York and North Carolina
Serving Clients Nationwide
Crossbridge Financial Group, LLC, has been providing financial planning and investment advice to individuals and businesses since 1997.
North Carolina offices in Burlington, Cary, Chapel Hill, Emerald Isle, Kinston, and Wilmington.
New York Offices in Rochester and Fairport.
Meet the Teams
Our advisors have more than 30 years of local experience.
We have a personalized wealth management process, which is active versus passive that focuses on growing assets with the ability to protect assets as well. We serve a broad range of financial needs and concerns—whether it's individuals approaching retirement or business owners looking to implement a company retirement plan, we can help.