News Room
What's happening in the industry and around the Firm.Make-A-Wish Walk On The Wild Side 2017
Gallery: Make-A-Wish: Walk on the Wild Side 2017
Is the Cloud Secure Enough for Me?
Learn what to look for when deciding on a cloud service provider.
Red, White, and Blue BBQ 2017
The 2017 Red, White and Blue BBQ had over 500 people in attendance and raised a total of $35,785!! The funds went into the Miles and Maddie Fund which is there to support all of the programs at Clear Path for Veterans. Gallery: Red, White, and Blue BBQ 2017
Medicare Basics You Need to Know
When should you enroll in Medicare? What plan should you choose? Here are some guidelines.
The Family Conversation: Addressing Your Health Care Needs In Retirement
Use these questions to help guide your next family conversation to a more effective outcome.
What We Learned From The WannaCry Ransomware Attack
Follow these four tips to avoid falling victim to ransomware attacks like WannaCry.
Why You Need an Estate Plan for Your Digital Assets
Here’s how you can help ensure that others can access your online accounts after you pass away.
Public Service Student Loan Forgiveness: What You Should Know
Here’s a primer on the current requirements for the federal student loan forgiveness program.
5 Ways to Spot a Phishing E-Mail
Did you know that phishing (i.e., scam) e-mails account for about 91 percent of all cyberattacks? In other words, nearly every cybersecurity issue you could think of—from viruses, to ransomware, to full-blown data breaches—starts with users accidentally clicking...
What to Ask When Your Adult Child Moves Home
Get tips for setting expectations and keeping your own finances on track.
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