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Crossbridge Financial Group Employee Directory

Financial ServicesNew York, United States11-50 Employees

Crossbridge Financial Group is a financial services firm that emphasizes independent financial planning and comprehensive advisory services. It serves individuals planning for retirement, those navigating major life changes, and business owners looking to implement retirement plans. Since 1997, it has provided impartial advice and personal service, overseeing client assets totaling more than $1 billion. The company is headquartered in Rochester, New York, with additional offices in New York and North Carolina.

Find Crossbridge Financial Group employees' phone numbers or email addresses

Crossbridge Financial Group Global Highlights

Location
Employees

North America
54

Minus sign iconPlus sign icon
  • United States Of America
    54

Crossbridge Financial Group's Leadership

  • Stylized image of a person
    M. C.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J. C.
    Founding Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. A.
    Financial Advisor - Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. H.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. M.
    Senior Vice President And Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. R.
    Financial Advisor - Owner/Managing Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. D.
    Mortgage Broker Managing Partner At Safebridge Financial Group
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M.
    Owner
    Phone icon
    Mobile Phone

Crossbridge Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Crossbridge Financial Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. S.
    Business Manager
    Phone icon
    Mobile Phone
    United StatesNew York
    Jul 28, 2024
  • Stylized image of a person
    C. M.
    Office Manager
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. M.
    Business Manager/Financial Planning Assistant
    Phone icon
    Mobile Phone
    United StatesNew York
    Jul 07, 2024
  • Stylized image of a person
    P. T.
    Manager
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    S. F.
    Client Services Manager
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Sep 12, 2024
  • Stylized image of a person
    W. M.
    Executive Assistant And Operations Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. N.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 25, 2026
  • Stylized image of a person
    A. G.
    Senior Research Analyst International And Emerging Markets
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. S.
    Senior Investment Research Analyst
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    J. T.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Crossbridge Financial Group known for?

Minus sign iconPlus sign iconCrossbridge Financial Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 290 Linden Oaks Suite 320 Rochester, New York 14625 United States; you can contact the main corporate office by phone at
+1-585-203-****
. Explore Crossbridge Financial Group's company overview page for more information.

What is Crossbridge Financial Group's most common email format?

Minus sign iconPlus sign iconCrossbridge Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crossbridge Financial Group email formats with LeadIQ.

How many employees does Crossbridge Financial Group have currently?

Minus sign iconPlus sign iconCrossbridge Financial Group has approximately 20 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Crossbridge Financial Group's key employees and leadership?

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As of June 2026, Crossbridge Financial Group's key employees include:

  • Chief Executive Officer: M. C.
  • Founding Partner: C. J. C.
  • Financial Advisor - Owner: J. A.
  • Partner: S. H.
  • Senior Vice President And Chief Investment Officer: B. M.

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