Insurance & Estate Planning
An organized estate is one of the greatest gifts you can leave your family.
Our Insurance & Estate Planning Services Include:
Life, Disability, and Long-Term Care Insurance
As an independent firm, we have the tools to perform a comprehensive review and give straight-forward advice. Our extensive insurance network will facilitate the implementation of any new coverage your plan requires.
Special Needs Planning
We are experienced and equipped in protecting your most vulnerable family member, and will coordinate with your team of advisors to ensure there is a dependable long-term solution.
Estate Plan Review and Gifting Strategies
We can provide guidance to help minimize what your estate gives to the federal or state governments, and maximize the impact your wealth has on your loved ones.
Charitable Planning
Through our partnerships with local community foundations, we help facilitate and develop a lasting legacy for the people and organizations closest to your heart.
Coordination
We will work with your estate planning attorney to make sure your strategies are implemented seamlessly with minimal effort on your behalf.
Beneficiary Titling and Review
It can be one of the most overlooked items in your estate plan, so we work diligently to make sure your beneficiary selections are up-to-date and your accounts are titled properly.
Our Difference
Our wealth of experience, paired with our personal touch gives our clients the momentum to achieve their dreams.
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
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
© 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
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
© Copyright 2014 - 2024