My practice desires a high level of interaction and engagement with my clients to accomplish their objectives. I have been able to do this with the help of my long-time partner Jeff McCabe, and I look forward to developing new synergies with our partners at CenterBridge Planning Group.

Andy Burr

Partner

M. Andrew Burr

Partner

Focus Area

Investment Selection & Analysis

Andy’s Story

Andrew “Andy” Burr brings a vast understanding of macroeconomic trends and security analysis to CenterBridge Planning Group. His knowledge and experience in economics helps provide the most value to his clients who are business owners.

Andy has been in the investment and financial planning business since 2008. With his focus on business planning and consulting, he especially enjoys performing business valuations so that company owners have a much clearer understanding of what their life’s work is worth.

Education

SUNY Fredonia, BA

University at Buffalo, MS

Credentials

FINRA Series 63, 7 and life and health licensed

Certified in the NYS Partnership for Long-Term Care Insurance

Economics Instructor at Fredonia State, 2008 – 2013, Specialized in Macro and Monetary Economics

About Andy

Andy is the Vice Chairman of the Cattaraugus County Republican Party. He also volunteers his time as Secretary of The Brooks Memorial Hospital Board in Dunkirk, NY. He resides in Western New York with his wife Mary, sons Mark Andrew II (born May 2016), Paul (born April 2018) and daughter Anne (born May 2020).

Contact

P: (716) 626-7060 ext. 4

Meet the rest of the team.

Our 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

Client Relationship Summary

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

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

Client Relationship Summary