wiseradvisor

Jeffrey McCabe, RICP®, ChFC®, CLU®, AIF®, CFP®
CenterBridge Planning Group

Tel: 716-626-7060
126 Professional Parkway
Lockport, NY 14094
CenterBridge Planning Group | Financial Advisor in Lockport ,NY

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.


General Information

Firm Start Year:   2017
Gender:   Male
Insurance License#:   8181596
Name of Broker/Dealer:   COMMONWEALTH FINANCIAL NETWORK
States Licensed in:   CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MS, NC, NJ, NY, OH, OR, PA, SC, TN, VA, WA
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors, Businesses


Services

Investment Types:   Exchange Traded Funds (ETFs), Annuities, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:   Via Email, Video Conference, Via Phone, At my office, At your home, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Life, Long Term Care, Variable Annuity, Variable Life, Annuity


Firm Information

Assets Managed by Advisor:   $250,000,000


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets




Disclaimer

This communication strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, MD, ME, MI, MS, NC, NJ, NY, OH, OR, PA, SC, TN, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency.

Jeffrey McCabe

Jeffrey McCabe

RICP®, ChFC®, CLU®, AIF®, CFP®

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM