Crossbridge Financial Group LLC provides independent financial services, comprehensive guidance, and products through dozens of investment and insurance companies. The group was founded in 1997 by John M. Adamczuk, MS, CFP®, AIF®, and Gerald J. Randisi, CFP®, who wanted to combine their expertise and expand the range of services and products available for the benefit of the clients they serve. William R. Pagano, CFP®, AIF®, became an owner in 2014 after joining Crossbridge as an advisor in 2005.
Crossbridge Financial Group LLC has offices in Burlington, Cary, Chapel Hill, and Wilmington, North Carolina; and in Fairport and Rochester, New York. It is affiliated with Canandaigua Financial Group in Canandaigua, New York, and Oakwood Financial Group in Rochester, New York. All three firms are branch offices of Commonwealth Financial Network®.
Fixed insurance products and services offered by CES Insurance Agency.