News Room
What's happening in the industry and around the Firm.Monthly Stat Bank: June
Generated each month from the Journal of Financial Planning, here are some interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.
ClearPath For Veterans’ Red, White & Blue BBQ 2018
For the second year, CenterBridge’s donor-advised fund is sponsoring ClearPath for Veterans’ Red, White & Blue BBQ on June 16th, 2018!
Monthly Stat Bank: May
Generated each month from the Journal of Financial Planning, here are some interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.
A Different Perspective on Your NCAA Brackets
Paying for college is NO SLAM DUNK. We help make sure you have a game plan to reach your family’s college savings goals.
Lockport New Year’s Eve Family Event
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Ronald McDonald House: Cheers For Charity 2017
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Year-End Financial Planning Checklist
As 2017 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re...
Should You Pay Off Your Mortgage?
Which debt is better to pay off first—your credit card or your mortgage? Here are some guidelines.
Geneva Client Appreciation Dinner 2017
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CNY Financial Planning Association Conference
Buffalo Office:
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Lockport, NY 14094
P: (716) 626-7060
F: (716) 650-4220
Syracuse Office:
443 N. Franklin St.
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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
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