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.

            ​New York Team​            ​North Carolina Team​


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