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.
It is affiliated with Oakwood Financial Group, also in Rochester, New York. Both firms are branch offices of Commonwealth Financial Network®.
Fixed insurance products and services offered by Crossbridge Financial Group, LLC, are separate and unrelated to Commonwealth.