News Room

What's happening in the industry and around the Firm.

CenterBridge at the Samaritan Center

On Tuesday, June 4, 2019, CenterBridge Planning Group helped prepare, serve, and clean up the dinner meal served at the Samaritan Center, located in the former St. John the Evangelist Church on the North Side of Syracuse.  The building’s stunning architecture, with...

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Monthly Stat Bank: June 2019

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

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Monthly Stat Bank: April 2019

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

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Monthly Stat Bank: March 2019

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...

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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...

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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...

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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.

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Monthly Stat Bank: January

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

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Monthly Stat Bank: December

CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a December 2018 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.

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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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