Insurance & Estate Planning

You can pass your legacy to heirs or charity while minimizing taxes and maximizing lifetime giving.

Our Insurance & Estate Planning Services Include:

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Life, Disability, and Long-Term Care Insurance

As an independent firm, we have the tools to perform a comprehensive review and give straight-forward advice. Our extensive insurance network will facilitate the implementation of any new coverage your plan requires.

Special Needs Planning

We are experienced and equipped in protecting your most vulnerable family member, and will coordinate with your team of advisors to ensure there is a dependable long-term solution.

Estate Plan Review and Gifting Strategies

We can provide guidance to help minimize what your estate gives to the federal or state governments, and maximize the impact your wealth has on your loved ones.

Charitable Planning

Through our partnerships with local community foundations, we help facilitate and develop a lasting legacy for the people and organizations closest to your heart.

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Coordination

We will work with your estate planning attorney to make sure your strategies are implemented seamlessly with minimal effort on your behalf.

Beneficiary Titling and Review

It can be one of the most overlooked items in your estate plan, so we work diligently to make sure your beneficiary selections are up-to-date and your accounts are titled properly.

Our Difference

Our wealth of experience, paired with our personal touch gives our clients the momentum to achieve their dreams.

Professional Advice.
One Click Away.

CenterBridge Planning Group offers more than just insurance and estate planning. 
CenterBridge Planning Group offers more than just insurance and estate 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

© Copyright 2014 - 2018