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

New Investor360° Experience Coming August 18

We’re pleased to share with you that a new Investor360° experience will soon be available to you, starting on Friday, August 18. You will have access to all of the same features you are used to as well as several critical enhancements. The legacy version of...

Partner Joseph Lazzaro Added to Community Foundation Board

Partner Joseph Lazzaro was recently added to Central New York's Community Foundation board. You can read about it here. 

CenterBridge Family Inspires Community During Crisis

CenterBridge family member and DeSales Catholic School art teacher, Kristin McCabe, was recently featured on an episode of Most Buffalo for her inspiring art project that gave 7th and 8th graders a new medium to express themselves during this challenging time. You can...

CenterBridge Strikes Back!

A short time ago in a movie theater far far away… CenterBridge Planning Group welcomed over 200 clients, family and friends for a private screening of The Last Skywalker, the latest and final installment in the Star Wars saga. “We love working for our clients,” said...

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

Client Relationship Summary

CenterBridge Planning Group

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

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

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. 

Privacy Policy

© Copyright 2014 - 2024

 

Client Relationship Summary