Crossbridge Financial Group | Company Profile
11/18/2025
Contact Information
👤
Crossbridge Financial Group
🏢
Crossbridge Financial Group
📍
290 Linden Oaks, Suite 320, Rochester, NY 14625, US
Industry & Market
Primary Industry
financial services
Location
Rochester, New York, United States
Company Metrics
👥Total Employees
8
⚙️Engineering
N/A
💼Sales Team
N/A
📈Marketing
N/A
📅Founded
1997
💰Revenue
13.4M
Funding Information
Annual Revenue
$13,363,000
Publicly traded company
Headcount Distribution
Total Employees
8
Departments
19
By Department
Department Breakdown
Finance
Education
Accounting
Administrative
Arts And Design
Business Development
Technology Stack
Other
Amazon AWSCloudFlare HostingDrupalMicrosoft Office 365RemoteSparkPost
Total: 6 technologies
Keywords & Focus Areas
investment managementb2cindependent financial firmrisk assessmentwealth preservationconsultingservicescomprehensive guidancecollaborative planningprofessional experienceriafiduciary responsibilitymulti-generational planningclient serviceclient-specific investment selectionasset managementprofessional credentialscustomized financial plansfinancial advisorytax planning+10 more
30 total keywords
Crossbridge Financial Group
Overview
We invite you to experience the difference. The approach is built around you, assisting whether you are retired, preparing for retirement, facing a major life change, accumulating for college, or are a business owner implementing a company retirement plan.
Since 1997, truly independent advice and comprehensive financial planning have been provided through personal service and individual attention. Over $1 billion in client assets are proudly overseen. Relationships with clients are valued, and the team works tirelessly to continue earning their trust every day.
Basic Information
| Industry | financial services |
|---|---|
| Founded | 1997 |
| Revenue | 13.4M |
| Headquarters | 290 Linden Oaks, Suite 320, Rochester, NY 14625, United States |
| Languages | English |
Contact Details
- Phone: +1 585-203-1130
- Website: crossbridgefinancial.com
- LinkedIn: linkedin.com/company/crossbridge-financial-group
Key Focus Areas & Initiatives
- investment management
- b2c
- independent financial firm
- risk assessment
- wealth preservation
- consulting
- services
- comprehensive guidance
- collaborative planning
- professional experience
- ria
- fiduciary responsibility
- multi-generational planning
- client service
- client-specific investment selection
- asset management
- professional credentials
- customized financial plans
- financial advisory
- tax planning
- client assets
- financial planning
- other financial investment activities
- business retirement plans
- financial goals
- broker/dealer
- financial consulting
- fee-only advisor
- wealth management
- client-centered approach
- advisory services
- investment advisory
- financial professionals
- personalized financial strategies
- portfolio management
- retirement planning
- investment advice
- securities
- financial solutions
- estate planning
- regulatory compliance
- holistic financial advice
- financial education
- independent fiduciary
- asset allocation strategies
- insurance products
- long-term wealth growth
- financial independence
- broad investment options
- fiduciary duty
- multi-professional collaboration
- retirement accounts
- finance
- management consulting
- capital markets
- law practice
- legal services
Technologies Used
- Amazon AWS
- CloudFlare Hosting
- Drupal
- Microsoft Office 365
- Remote
- SparkPost
Community
