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Qualified Financial Advisors in Lockport, New York
Financial Advisor Office Location Phone Number
Jeffrey McCabe
CenterBridge Planning Group
126 Professional Parkway,
Lockport, NY 14094

Information on Qualified Financial Advisors in Lockport

Qualifications CRD# 4816478
FirmCRD# 8032
Series 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions

Office Location 126 Professional Parkway,
Phone Number 716-626-7060

Jeff's practice focuses on working with individuals, families, and group retirement plans. He brings a wealth of knowledge to CenterBridge Planning Group, especially to their business owner and corporate clients. Jeffs background and training enable him to help his clients pursue their long-term financial goals through comprehensive individualized financial planning. His client-focused approach ensures that his recommended programs encompass each clients financial goals, timeframe, and risk tolerance. He is dedicated to providing high-quality advice and integrated wealth management strategies to help simplify and enhance the quality of his clients lives. One of Jeffs favorite topics is investment analysis. As a life-long investor, he works closely with clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college savings and succession planning. Jeff graduated from the University of Buffalo in 2003 with a bachelors degree in Business Finance. Upon graduating from college Jeffrey began his financial advisor career with AXA Advisors and in 2010, became certified as a Retirement Planning Specialist through the Wharton School of Finance. In 2015 he received one of the industrys most coveted certifications, CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), which confirms he has met the rigorous experience and ethical requirements of the CFP Board.

About CenterBridge Planning Group

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 clients across the country, our depth of knowledge allows us to be your financial problem solvers. Jeffrey McCabe is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Jeffrey McCabe is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Jeffrey McCabe is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Jeffrey McCabe is required to act in a fiduciary capacity.

More information is available in Commonwealth’s Form CRS.

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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?