PM
Managing Partner
BS
Partner
JM
Partner
Get the full picture
Sign in to uncover key details.
CenterBridge Planning Group
Finance · New York, United States · 1-10 Employees
View Company Info for Free
Overview
Headquarters
443 N Franklin St Ste 215, Syracuse, New...Phone Number
(315) 760-3375Website
www.centerbridgeplanning.comRevenue
<$5 MillionIndustry
About CenterBridge Planning Group
CenterBridge Planning Group is an independent financial planning firm based in Upstate New York, with offices in Syracuse and Buffalo. They offer a range of services including retirement income planning, investment management, financial planning, estate and insurance planning, tax planning, and business planning. The firm operates on a fiduciary basis, prioritizing the interests of their clients and focusing on building long-term relationships through referrals. With over 1,250 families and 50 businesses under their care, they emphasize disciplined guidance to help clients transition from building wealth to living on their earnings.Explore more
CenterBridge Planning Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Compare Similar Companies to CenterBridge Planning Group
Compare insights from companies similar to CenterBridge Planning Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
CenterBridge Planning Group Tech Stack
A closer look at the technologies used by CenterBridge Planning Group
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding CenterBridge Planning Group
Sign Up For FreeTo access detailed company insights
CenterBridge Planning Group is an independent financial planning firm based in Upstate New York, with offices in Syracuse and Buffalo. They offer a range of services including retirement income planning, investment management, financial planning, estate and insurance planning, tax planning, and business planning. The firm operates on a fiduciary ba... Read More
