Centerbridge Planning Group

EST. AUM
$100,000,000

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3

CLIENT ACCOUNTS

Firm Details

Metro area Buffalo
CRD Number
Website centerbridgeplanning.com
Client types

Overview

CenterBridge Planning Group is an independent financial planning and investment management firm specializing in retirement planning. With offices in Syracuse and Buffalo, NY, and clients nationwide, the firm provides expertise in addressing financial challenges and developing solutions tailored to individual needs. CenterBridge combines in-depth knowledge with a client-focused approach to support long-term financial success.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Centerbridge Planning Group

Platform Details

Investment Preferences

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