Centerbridge Planning Group
CenterBridge Planning Group is an independent financial planning and investment management firm located in Upstate New York, with offices in Syracuse and Buffalo. The firm specializes in retirement planning and offers a comprehensive range of financial services, including insurance, estate planning, tax planning, and business planning to clients across the country.
With nearly 100 years of combined investment experience, the CenterBridge team works collaboratively with clients to integrate various aspects of their financial lives, addressing everything from investment management to coordinating with their advisory teams. Committed to community involvement, they also actively give back to local organizations supporting children and veterans.
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