Crossbridge Financial Group

Crossbridge Financial Group is an independent financial services firm dedicated to helping individuals and business owners create and manage long-term retirement and investment plans. The firm emphasizes a disciplined, personalized approach to financial planning, operating under the principle of providing objective advice tailored to each client's unique goals. Crossbridge Financial Group is a member firm of Kestra Financial, utilizing its affiliate partners, Kestra Investment Services, LLC (for securities) and Kestra Advisory Services, LLC (for investment advisory services), to support its operations.