Liftbridge Financial Advisors is a Fairport, New York-based financial services firm dedicated to helping individuals, families, and business owners navigate their financial future with confidence. Specializing in personalized wealth management and financial planning, the firm places a strong emphasis on building long-term client relationships rooted in trust, transparency, and tailored guidance. Liftbridge Financial Advisors offers holistic, client-first strategies that incorporate retirement planning, investment management, tax considerations, and risk mitigation. Their team of experienced advisors takes pride in offering fiduciary advice tailored to each client’s unique goals and life stage.

Among their standout features is a commitment to education and empowerment, with resources and one-on-one consultations designed to help clients make informed financial decisions. The firm also maintains key partnerships with industry-leading custodians and platforms to ensure secure, seamless management of clients’ assets. Liftbridge Financial places a strong value on local engagement and provides services with a community-focused approach. They serve a diverse client base, including retirees, young professionals, and small business owners in the Western New York region.

Website: https://liftbridgefinancial.com/

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement strategy development
– Risk management and insurance planning
– Estate and legacy planning
– Tax-integrated financial advice
– Business owner financial planning
– College savings and education funding strategies