Crossbridge Financial Group, LLC - Home
Company News: We are thrilled to announce the opening of our Chapel Hill and Burlington offices in North Carolina as we welcome Calvin Brown, Susan Finley, Teddie Nicholson, Uwe Schweikert, Tom Storrie, Doug Weaver, Doug Wheeler and Phil Winstead to Crossbridge Financial Group.
Crossbridge Financial Group, LLC has been providing 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.
Our clients come to us with a broad range of financial needs and concerns—whether its individuals who are approaching retirement or a business owner looking to implement a company retirement plan, we can help.
Three factors consistently contribute to our client’s success:
- A Personalized Approach
- No Bias Towards Proprietary Products
- Extensive Experience
We invite you to learn more about our services. For a complimentary consultation, contact us today.