CenterBridge Planning Group

The CenterBridge Planning mobile app provides clients with convenient, secure access to their financial planning resources anytime, anywhere. Through the app, clients...

The CenterBridge Planning mobile app provides clients with convenient, secure access to their financial planning resources anytime, anywhere. Through the app, clients can easily view account information, track performance, stay organized, and more.

Proudly based in Upstate New York with offices in Syracuse and Buffalo, CenterBridge Planning Group is committed to helping clients make confident financial decisions through thoughtful planning, transparency, and long-term partnership.