My favorite part of this business is unlocking a solution that lets a client save more for retirement, pay less in taxes, and puts them at ease about their future.
Brent Schleicher

Partner

Brent Schleicher, CFP®

Partner

Focus Area
Investment Selection & Analysis and Retirement Income Planning
Brent’s Story
For twenty years, Brent has been instrumental in helping individuals and organizations grow their wealth and secure a sound financial future. This experience assists him with developing comprehensive investment portfolios and financial plans that achieve a wide variety of client goals. As a partner of CenterBridge Planning Group, Brent appreciates the synergies and knowledge his other partners bring to the table. Brent believes this team approach allows him to deliver the highest level of professional expertise and service.

While seeking his Finance degree at Ithaca College Brent got an early start in the investment and financial planning field as an active participant in one of the first on-campus Level II trading rooms. Those early dedications instilled lifelong passions that enhance his client relationships today.

Education
Ithaca College, BA
Credentials

CERTIFIED FINANCIAL PLANNER® Professional

New York States Partnership Program for Long Term Care

About Brent
Brent resides in Dewitt with his wife and young daughter. Outside of the office he enjoys fishing, golfing, boating on the St Lawrence River, and trying to keep up with his daughter. He is also an avid SU basketball fan.
Contact
P: (315) 760-3367

E: brent@centerbridgepg.com

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

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