Crossbridge Financial Group Company Profile, Contacts & Intelligence

Financial Services290 Linden Oaks19 employeesFounded 1997
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
19
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 3 visible contacts
Departments
2
Mapped contact coverage

Crossbridge Financial Group Overview

We invite you to experience the difference at Crossbridge Financial Group. It’s an approach built around you. We can help whether you are retired or preparing for retirement, at a major life change, accumulating for college, or a business owner looking to implement a company retirement plan. We believe in the power of freedom of choice and the value of impartial advice. Since 1997 we have been providing truly independent advice and comprehensive financial planning through personal service and individual attention. We proudly oversee client assets totaling over $1 billion. Most of all, we are proud of our relationships with our clients and work tirelessly every day to continue to earn their trust. To schedule a complimentary first meeting please contact our office. Headquarters: 290 Linden Oaks, Suite 320, Rochester, NY 14625. 585-203-1130 Offices also located at: 635-D Chapel Hill Rd, Burlington, NC 27215. 336-350-8305 1255 Crescent Green, Cary, NC 27518. 919-336-9036 100 Europa Dr, Chapel Hill, NC 27517. 919-903-8407 260 Fairport Village Landing, Fairport, NY 14450. 585-425-9665 2906 Hull Rd, Kinston, NC 28504 800-655-9487 1213 Culbreth Dr, Wilmington, NC 28405. 800-655-9487 For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states of AL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org. A Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Headquarters
290 Linden Oaks
Website
crossbridgefinancial.com
Industry
Financial Services
Founded
1997
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Company Email
Available in AeroLeads
Rochester

Crossbridge Financial Group Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
4 company-domain emails
Visible contacts using Crossbridge Financial Group's company email domain.
Finance
3
General
2

Crossbridge Financial Group People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

C
Cheryl Lawless
Financial Advisor, Retired
E
C
Christopher G. Murphy, Cfp, Chfc, Mba, Apma, Ricp
Forbes Best in State Wealth Advisor
EP
M
Michael E. Spears, Crpc, Apma
Private Wealth Advisor at Crossbridge
E

Crossbridge Financial Group Workforce Composition

Seniority breakdown across 6 visible profiles.

Individual contributor
3
Associate / junior
2
Senior / Lead
1

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