As an independent financial firm and as Investment Adviser Representatives of Commonwealth Financial Network®, we proudly oversee client assets totaling more than $1.65 billion (as of January 2021). Our clients come to us with a broad range of financial needs and concerns—whether it's individuals who are approaching retirement or a business owner looking to implement a company retirement plan, we can help.
Financial planning is a process that needs to be carefully considered, with each step building upon the next. You need a clear, well-thought-out course of action, which is why we take the time to get to know each of our clients. We want to make sure we fully understand your goals, needs, challenges, and attitudes before we recommend a course of action.
We are an independent firm and are not affiliated with any proprietary products. This gives us the freedom to choose from a wide selection of investment options without pressure to promote particular products.
The advisors of Crossbridge Financial Group have an average of 25 years of experience. Each encourages cooperation with a client's personal attorney, accountant, or other professionals to create a well-rounded counseling team.