Dotty Kohl

Financial Planning Assistant at Crossbridge Financial Group - Rochester, NY, US

Dotty Kohl's Colleagues at Crossbridge Financial Group
Susan Finley

Client Services Manager

Contact Susan Finley

Marc Winstead

Private Wealth Advisor

Contact Marc Winstead

Bill Pagano

Financial Advisor - Owner at Crossbridge Financial Group

Contact Bill Pagano

Jerry Randisi

Financial Advisor - Owner/Managing Principal

Contact Jerry Randisi

Tom Storrie

Private Wealth Advisor

Contact Tom Storrie

View All Dotty Kohl's Colleagues
Dotty Kohl's Contact Details
HQ
585-203-1130
Location
Company
Crossbridge Financial Group
Dotty Kohl's Company Details
Crossbridge Financial Group logo, Crossbridge Financial Group contact details

Crossbridge Financial Group

Rochester, NY, US • 20 - 49 Employees
Financial Services

We invite you to experience the difference at Crossbridge Financial Group. It's an approach built around you. We can help whether you are retired or preparing for retirement, at a major life change, accumulating for college, or a business owner looking to implement a company retirement plan. We believe in the power of freedom of choice and the value of impartial advice. Since 1997 we have been providing truly independent advice and comprehensive financial planning through personal service and individual attention. We proudly oversee client assets totaling over $1 billion. Most of all, we are proud of our relationships with our clients and work tirelessly every day to continue to earn their trust.To schedule a complimentary first meeting please contact our office.Headquarters: 290 Linden Oaks, Suite 320, Rochester, NY 14625. 585-203-1130Offices also located at: 635-D Chapel Hill Rd, Burlington, NC 27215. 336-350-83051255 Crescent Green, Cary, NC 27518. 919-336-9036100 Europa Dr, Chapel Hill, NC 27517. 919-903-8407260 Fairport Village Landing, Fairport, NY 14450. 585-425-96652906 Hull Rd, Kinston, NC 28504 800-655-94871213 Culbreth Dr, Wilmington, NC 28405. 800-655-9487 For regulatory purposes, we cannot post or respond to comments or e-mails through this site. This communication is strictly intended for individuals residing in the states ofAL,AR,AZ,CA,CO,CT,DC,DE,FL,GA,HI,IA,IL,IN,KS,KY,LA,MA,MD,ME,MI,MN,MO,MS,NC,NH,NJ,NM,NV,NY,OH,OK,OR,PA,RI,SC,TN,TX,UT,VA,VT,WA,WI,WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Securities and advisory services offered through Commonwealth Financial Network®. Member www.FINRA.org, www.SIPC.org. A Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

Finance Financial Services Financial Advisory Services
Details about Crossbridge Financial Group
Frequently Asked Questions about Dotty Kohl
Dotty Kohl currently works for Crossbridge Financial Group.
Dotty Kohl's role at Crossbridge Financial Group is Financial Planning Assistant.
Dotty Kohl's email address is ***@crossbridgefinancial.com. To view Dotty Kohl's full email address, please signup to ConnectPlex.
Dotty Kohl works in the Financial Services industry.
Dotty Kohl's colleagues at Crossbridge Financial Group are Chris Stevens, Susan Finley, Marc Winstead, Bill Pagano, Jerry Randisi, Michael Spears, Tom Storrie and others.
Dotty Kohl's phone number is 585-203-1130
See more information about Dotty Kohl