Helping people achieve their goals, in any stage of their life, motivates me to be a better person.
Jeffrey McCabe
CFP®, ChFC®, CLU®, AIF®, RICP®
Partner
Focus Area
Executive and Employer Sponsored Planning
Jeff’s Story
Jeff’s practice focuses on working with individuals, families, and group retirement plans. He brings a wealth of knowledge to CenterBridge Planning Group, especially to their business owner and corporate clients.
Jeff’s background and training enable him to help his clients pursue their long-term financial goals through comprehensive individualized financial planning. His client-focused approach ensures that his recommended programs encompass each client’s financial goals, timeframe, and risk tolerance. He is dedicated to providing high-quality advice and integrated wealth management strategies to help simplify and enhance the quality of his clients’ lives.
One of Jeff’s favorite topics is investment analysis. As a life-long investor, he works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college savings and succession planning.
Jeff graduated from the University of Buffalo in 2003 with a bachelor’s degree in Business Finance. Upon graduating from college Jeffrey began his financial advisor career with AXA Advisors and in 2010, became certified as a Retirement Planning Specialist through the Wharton School of Finance. In 2015 he received one of the industry’s most coveted certifications, CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), which confirms he has met the rigorous experience and ethical requirements of the CFP Board.
Education
University at Buffalo, BA
Credentials
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)
Accredited Investment Fiduciary (AIF®)
Retirement Income Certified Professional (RICP®)
FINRA Series 7, 63 & 65 securities registrations as well as Life, Accident & Health licenses
Certified in the NYS Partnership for Long-Term Care Insurance
About Jeff
Jeff currently serves on the Board of Trustees at DeSales Catholic School. He loves all Buffalo sports, especially the Bills, and enjoys spending time with his wife Kristen and their four children. They are lifelong residents of Lockport, NY.
Contact
P: (716) 626-7060 ext. 2
Meet the rest of the team.
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
© 2024 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 - 2024