Financial Planning

Your life changes every day. Your plan should too.

Our Financial Planning Services Include:

"Motion Picture Planning"

With our engaging and interactive software, you’re able to instantly see the impact of adjusting variables in your plan real-time so you walk away seeing the big picture. As things change throughout the year, your plan will update automatically to keep you on track.

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Organizing All Of Your "Stuff"

With our world-class software, Investor360, you will be able to see your whole financial life in one secure spot with one login. This includes assets in our care as well as accounts not held with us.

Managing Major Life Events

Maybe you just got married, started a family, had a divorce, landed a new job, or are trying to find the right care for your elderly parents. These are all major life changes that people partner with us to provide guidance and insight.

Designing A College Funding Strategy

A college education is one of life’s greatest experiences, but also one of the most expensive. With no two families exactly alike in how much they’re willing to pay for college, our realistic approach using tax-advantaged savings strategies allows us to help no matter where your values fall.

Inheritance Planning

It can be a wonderful blessing but also an overwhelming responsibility when you experience a financial windfall. The plan we create will give you clarity and direction so you can be an effective steward of your family’s wealth and enjoy the benefits.

Consulting

You may only want help on a one-time basis such as rebalancing your 401(k) or evaluating your stock option package. Our consulting arrangement allows us to provide you with objective advice without having to open up a new account or place assets in our care.

Get the Big Picture

With our cutting-edge, yet intuitive software, we show you how to turn your dreams into reality right in front of your eyes. It’s not magic. It’s Motion Picture Planning.

Professional Advice.
One Click Away.

CenterBridge Planning Group offers more than just financial planning. 
CenterBridge Planning Group offers more than just financial planning. 

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

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