Crossbridge Financial - Rochester (NY)

Pooniel Healy Jon and staff are always responsive, helpful and knowledgeable. We trusted them with my Moms investments and Ive been personally investing with them for about 8 years with no complaints. Their investing approach is by far THE most sensible and the returns have been amazing. Thanks all

Tish Lewis No one really helped me resolve my issue but there were some people who listened to me, exercised compassion and made suggestions and I appreciate them for that. And so because of the compassion they showed for my situation by giving me a suggestion I was able to get my issue resolved.

yossi K Best service Best rates!

Jo Suss First bad experience I had. I Had stopped to get cash in two certain amounts. Wanted two separate amounts. Because, 1- I Had to pay a bill in a specific amount . The Teller in Guilderland wasnt very friendly. We had a miscommunication and he did apologize. Then there was a period of silence while I waited for my other withdrawal amount. He then said oh I didnt understand you. I finally completed the transaction. Was going to the back entrance looking for a rest room. He exclaimed you cant go out that way across the whole branch. Said I was looking for the restroom, and said there wasnt one for the public to use. I never have a problem going to other branches. They are especially courteous and very friendly service in Johnstown or Gloversville, NY. Still love this bank!

Klim Kavall Financial advice, retirement assistance, and other forms of wealth management all under one roof! Steve and Alex are awesome!

Elizabeth Pupo-Walker David has been tremendously helpful to me. I hired him as a comprehensive financial and retirement planner. I had thought this would be an overwhelming endeavor but it turned out to be quite the opposite. We met periodically for months both on Zoom and in person. He makes every step of the process so thorough and thoughtful; always giving clear guidance with excellent pacing. He really gets to know you and what your priorities are for both the near and distant future. No stone unturned. His approach is personalized, modern, and systematic using software that helps to determine the best path forward. David has an amazing reputation in the financial world and a wealth of knowledge where that’s concerned, but also is a down to earth, community minded, charitable person. I recommend David highly and found him to be a breath of fresh air in this rapidly moving world. It’s such a relief to have my proverbial ducks in a row now.

Christian Da silva Mary Jo from Homestead Funding Corp. has provide an awesome job and support related to my mortgage. Actually since the beginning she always helped me with all doubts, advices related to this process. She is very kind and professional, I strongly recommend her for everyone that need to start the mortgage process.

Kevin W Skilled, experienced and successful financial advisor group that does an extraordinary job for its clients. Outstanding services and first class client treatment!

Dave Muz Ive had a great experience working with Sam Bloomberg for the last few years. Hes both knowledgeable and proactive when it comes to handling my complicated financial situation. I appreciate his willingness to seek out deductions that support my business goals and support my long term growth. Thanks Sam for all the support!