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.

Founded in

United States