LeadIQ logo
Learn more at LeadIQ.com

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
    L. S.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    L. S.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Mar 05, 2026
  • Stylized image of a person
    C. G. M.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 24, 2026
  • Stylized image of a person
    H. B. H.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Nov 18, 2025
  • Stylized image of a person
    M. E. S.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    May 28, 2026
  • Stylized image of a person
    C. L.
    Retired Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 24, 2026
  • Stylized image of a person
    J. B.
    Certified Financial Planner®, Certified Divorce Financial Analyst®
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Mar 05, 2026
  • Stylized image of a person
    T. S.
    Private Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Mar 05, 2026
  • Stylized image of a person
    R. B.
    Planning Assistant
    Phone icon
    Mobile Phone
    United States
    May 29, 2026
  • Stylized image of a person
    A. R.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026

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?

Minus sign iconPlus sign icon

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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.