CenterBridge Planning Group Information
Contact top employees from
CenterBridge Planning Group
Summary
CenterBridge Planning Group is an independent financial planning and investment management firm that specializes in retirement planning. Based in Upstate NY with offices in Syracuse and Buffalo and cl...Show more
Organization Website | centerbridgeplanning.com |
Phone Number | 315-760-3375 |
Industries | |
Headquarters Location | 443 N Franklin St, Syracuse, New York, 13204 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Investment Management, Insurance & Estate Planning, Retirement Planning, Tax Planning, Business Planning |
Founded | 2013 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at CenterBridge Planning Group shows a diverse range of experience levels:
17% for 3–4 years25% for 5–7 years25% for 8–10 years33% have over 11 years of service at CenterBridge Planning GroupContact top employees from
CenterBridge Planning Group
Pat Mahardy
Managing Partner
Joseph Lazzaro
Founding Partner
Jonathan Miller
Director Of Business Development
Jeffrey McCabe
Partner
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FAQ
CenterBridge Planning Group operates in the Finance industries. More details can be found on the official website: centerbridgeplanning.com.
The headquarters of CenterBridge Planning Group are located in Syracuse, United States.
You can contact CenterBridge Planning Group by phone at 315-760-3375.
CenterBridge Planning Group currently employs 1-10 people.
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