Shopiro & Meyer Associates

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. Generated from the website

Summit Planning Group Inc, located in Syracuse, NY, is a dedicated financial planning firm that focuses on helping clients achieve their financial goals. With a team of experienced professionals, they offer personalized services including investment management, retirement planning, and estate planning. Their commitment to client education and tailored strategies ensures that individuals and families can make informed decisions about their financial future. Generated from this place's information