David Kotalik, AGT - Morgan Stanley

Crossbridge Financial is a reputable financial services firm with offices in Pittsford, New York, and various locations in North Carolina. Their team of experienced advisors and staff provide comprehensive financial planning and investment management services to clients, ensuring personalized solutions tailored to their unique needs and goals. With a focus on professionalism and expertise, Crossbridge Financial offers a wide range of resources, including articles of interest and financial calculators, to empower individuals in making informed financial decisions. As a registered investment adviser and broker-dealer, they are committed to maintaining the highest standards of integrity and transparency in their operations.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Rochester is here for you, serving Monroe County and the surrounding counties of Wayne, Ontario and Livingston. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

When it comes to finances, the most valuable advice I can give is this: Don’t compare yourself to others. My career as a financial planner has shown me how crucial it is to create a financial plan that works for you and your family – your unique dreams, needs and wants. I love to meet with clients to understand what matters to them most, so together, we can build a roadmap for their personal financial journey, and together, we’ll try to avoid mud puddles along the way.