News Room
What's happening in the industry and around the Firm.New Investor360° Experience Coming August 18
We’re pleased to share with you that a new Investor360° experience will soon be available to you, starting on Friday, August 18. You will have access to all of the same features you are used to as well as several critical enhancements. The legacy version of...
Partner Joseph Lazzaro Added to Community Foundation Board
Partner Joseph Lazzaro was recently added to Central New York's Community Foundation board. You can read about it here.
CenterBridge Family Inspires Community During Crisis
CenterBridge family member and DeSales Catholic School art teacher, Kristin McCabe, was recently featured on an episode of Most Buffalo for her inspiring art project that gave 7th and 8th graders a new medium to express themselves during this challenging time. You can...
CenterBridge Strikes Back!
A short time ago in a movie theater far far away… CenterBridge Planning Group welcomed over 200 clients, family and friends for a private screening of The Last Skywalker, the latest and final installment in the Star Wars saga. “We love working for our clients,” said...
New Year’s Eve 2020
For the third year running; CenterBridge Planning Group was able to support the City of Lockport’s annual New Year’s Eve celebration by sponsoring the fireworks display. This year, Cornerstone Arena did something special featuring a “puck drop” instead of the...
Monthly Stat Bank: October 2019
CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with an October 2019 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective. This stat bank...
Make-A-Wish Foundation’s Walk On The Wild Side 2019
For the third year, CenterBridge Planning Group was a proud sponsor of the Make-A-Wish sixth annual Walk On The Wild Side fundraiser, held at The Wild Animal Park in Chittenango. The event took place on Friday, July 19th from 5:30 to 8 p.m., and a total of 333 people...
Monthly Stat Bank: September 2019
CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a September 2019 monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective. This stat bank...
Geneva Client Appreciation Dinner 2019
Gallery:
CenterBridge Planning Group Hosts “Mindful Retirement” Event at Mirbeau Inn & Spa
In early April this year, CenterBridge partners Joe Lazzaro and Pat Mahardy invited approximately 20 clients to a retirement-readiness session called Mindful Retirement at the Mirbeau Inn & Spa in Skaneateles. Joni Youngwirth, a managing principal with our...
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
© 2023 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 - 2023