Financial Planning
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.
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.
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
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.
© 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.
© Copyright 2014 - 2024