Community

Giving back to our community is central to who we are. We made it our firm’s mission to support organizations that advocate for children’s and veteran’s causes in the Syracuse and Buffalo communities.

Past Events

Clear Path for Veterans: Red, White, and Blue BBQ

Ronald McDonald House: Cheers For Charity 2017

Make-A-Wish: Walk On The Wild Side

Geneva Client Appreciation Dinner 2017

Lockport New Year’s Eve Family Event

CNY Financial Planning Association Conference

Where the Smart Money Gives

Established in 1927, the Central New York Community Foundation (CNYCF) encourages local philanthropy by supporting the growth of permanent charitable endowments for the betterment of the region. The Community Foundation serves as the steward of charitable legacies for individuals, families and businesses and serves as a civic leader, convener and sponsor of special initiatives designed to strengthen local nonprofits and address the region’s most pressing challenges.

The CenterBridge Planning Group Donor-Advised Fund

With the help of the CNYCF, the CenterBridge Planning Group donor-advised fund was established in the spring of 2015. Every year a portion of our firm’s annual revenue goes right back to the greater Syracuse and Buffalo areas to help fund not-for-profit organizations that advocate for children’s and veteran’s causes. We’re proud to serve the community we live in and believe in supporting it.

By partnering with great organizations, we can make our community a better place.

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