Crossbridge Financial Group, LLC has been providing access to financial planning and investment advice to individuals and businesses since 1997. As an independent financial firm and as Investment Adviser Representatives of Commonwealth Financial Network, we proudly oversee client assets totaling over $760 million (as of May 2015). Our clients come to us with a broad range of financial needs and co
ncerns—whether its individuals who are approaching retirement or a business owner looking to implement a company retirement plan, we can help. Regardless of the issue at hand, three factors have consistently contributed to our clients’ success:
A Personalized Approach
Financial planning is a process that needs to be carefully considered, with each step building upon the next. We want to make sure we fully understand your goals, needs, challenges, and attitudes before we recommend a course of action. No Bias Towards Proprietary Products
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 bias towards any particular products. Extensive Experience
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. Securities and advisory services offered through Commonwealth Financial Network®,www.finra.org / www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Crossbridge Financial Group, 1255 Crescent Green Suite 116 Cary, NC 27518, 919-336-9036. This communication is strictly intended for individuals residing in the states of AL, CA, CO, CT, DE, FL, MA, ME, MI, MN, NC, NJ, NM, NY, OH, RI, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html .
