Marc Winstead

Private Wealth Advisor at Crossbridge Financial Group - Rochester, NY, US

Marc Winstead's Colleagues at Crossbridge Financial Group
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

Nicole Hurley

Registered Financial Assistant

Contact Nicole Hurley

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Marc Winstead's Contact Details
HQ
585-203-1130
Location
Company
Crossbridge Financial Group
Marc Winstead'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

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Frequently Asked Questions about Marc Winstead
Marc Winstead currently works for Crossbridge Financial Group.
Marc Winstead's role at Crossbridge Financial Group is Private Wealth Advisor.
Marc Winstead's email address is ***@crossbridgefinancial.com. To view Marc Winstead's full email address, please signup to ConnectPlex.
Marc Winstead works in the Financial Services industry.
Marc Winstead's colleagues at Crossbridge Financial Group are Bill Pagano, Jerry Randisi, Michael Spears, Tom Storrie, Brandon Hughes, Nicole Hurley, Christopher Murphy and others.
Marc Winstead's phone number is 585-203-1130
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