CROSSBRIDGE WEALTH MANAGEMENT & BENEFITS GROUP is a financial services company based out of 121 BOONE RIDGE DRIVE, SUITE 2004, JOHNSON CITY, Tennessee, United States.
Marmo Financial Group LLC is a Registered Investment Advisor. As a firm we are committed to our philosophy of Improving Our Clients' Positions. We strive to bring clarity and focus to our clients' financial lives.
During my time at Lindamood Financial Group, I :• Shadowed client meetings• Brought in new clients within my network• Assisted with financial plans• Helped with documentation physically & digitally• Researched market news• Assisted the advisors I worked with