Crossbridge Financial Group, LLC | Home

We are profoundly saddened to share that Jerry Randisi, our friend, colleague, and managing principal of Crossbridge Financial Group, passed away on September 18. Jerry courageously fought a two-year battle with pancreatic cancer and will truly be missed.

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.

            ​New York Team​            ​North Carolina Team​


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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.

Financial Planning and Retirement Planning