Together, we can go further

Wealth Management & Retirement Planning Professionals

CenterBridge Planning Group is an independent financial planning and investment management firm that specializes in retirement planning. Based in Upstate NY with offices in Syracuse and Buffalo and clients across the country, our depth of knowledge allows us to be your financial problem solvers.

How We Help:

Financial Planning

“It goes beyond the investments.” We work closely with you to develop a plan to help integrate all areas of your financials including your investments, retirement plan, college funding and estate planning. We also coordinate with your advisory team of lawyers, accountants, mortgage brokers & bankers to tie it all together.

Retirement Planning

You face many decisions when retiring: When can I retire? Which pension option is best? When should I start taking Social Security? Let us guide you through your options and come up with a plan that lets you rest easy.

Investment Management

We partner with you to find the right balance between risk & return while monitoring your portfolio and keeping you up to date with ongoing adjustments. With independence as our foundation and nearly 100 years of combined investment experience, we have the focus to grow and preserve your wealth.

Insurance & Estate Planning

“Is my family OK if something happens to me?” “How much will my loved ones have to pay the government if I die?” These are questions people ask all the time and ones we’re well equipped to answer. Whether it’s life insurance, long-term care planning or disability income, we have access to the right company to protect your financial plan’s foundation.

Business Planning

“How do I free up more time? My tax bill is outrageous, are there ways I can pay less?” If you’re a CEO, founder, or owner of a business then it’s likely thoughts like these cross your mind often. We can help make sure your personal finances are in order and reap the financial benefits that ownership may afford. After all, we’re business owners ourselves.

Tax Planning

“It’s not about how much you make, it’s about how much you keep.” Since we believe that planning for taxes is an integral part of managing your wealth, we work diligently (along with your accountant) to help improve your bottom-line.

Our Locations

Our Community

Our community means a whole lot to us. That’s why throughout the year, CenterBridge Planning Group finds a way to give back to organizations supporting children and veterans causes. We do it because we love where we live and we strive to leave our community better than when we found it. Find out what we’re up to, and how you can get involved.

From The News Room

Monthly Stat Bank: March

CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a March 2019 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.  This stat bank is...

Keeping Your Information Secure

We are always proactive in protecting our clients’ information. One of the reasons we at CenterBridge Planning Group partner with Commonwealth Financial Network® is its focus on keeping our clients’ information secure. We are pleased to share the following tips from...

Monthly Stat Bank: February

CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a February 2019 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.  This stat bank...

Buffalo Visit

Pat, Joe, Rich, Brent, and CenterBridge’s newest Syracuse team members, Marie and Kaylee, paid a long overdue visit to their Buffalo colleagues.

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

 

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

 

© 2018 CenterBridge Planning Group

Syracuse Office:

443 N. Franklin St.
Suite 215
Syracuse, NY 13204
P: (315) 760-3375
F: (315) 218-7100 

Buffalo Office:

126 Professional Parkway
Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220

CenterBridge Planning Group

This communication strictly intended for individuals residing in the states of AZ, CA, CT, DE, FL, GA, IL, KY, MA, MD, MN, NC, NE, NJ, NV, NY, PA, SC, VA, WA, WI. 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. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Privacy Policy

© Copyright 2014 - 2018