CenterBridge Planning Group
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
443 N Franklin St Ste 215, Syracuse, New...Phone Number
(315) 760-3375Website
www.centerbridgeplanning.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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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
JL
Founding Partner
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CenterBridge Planning Group is experiencing very low activity levels compared to other companies in the Finance sector.
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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
