The Right Advice When You Need It.

I provide the right investment and insurance guidance for individuals and families in Western New York.
My goal is to help you build a stronger financial future with advice you can trust.

How Can I Help?

Investment Accounts

My dual-strategy investing approach is designed to give you the access, opportunities, and guidance you need.

Financial Planning

A great financial plan is more than a number — it's a roadmap built around your values, your family, and your goals. 

Health and Life Insurance

You and your family’s future matters too much not to have the right insurance coverage.

Retirement Income

I help you understand what retirement could look like and what steps you can take to get there confidently.

How Can I Help?

Investment Accounts

My dual-strategy investing approach is designed to give you the access, opportunities, and guidance you need.

Financial Planning

A great financial plan is more than a number — it's a roadmap built around your values, your family, and your goals.

Health and Life Insurance

You and your family’s future matters too much not to have the right insurance coverage.

Retirement Income

I help you understand what retirement could look like and what steps you can take to get there confidently.

 

Simon Devenish, Founder

Hi, I’m Simon Devenish, Founder of Lift Bridge Financial™ and Your West Side Neighbor...

The West Side is home to my wife and me. This is our community, where we can be Spencerport Strong, serving our neighbors and helping you find the right plans, investments, and insurance coverage. Education, passion, service, and planning are integral to why I do what I do.

View my financial professional background on FINRA’s BrokerCheck.

Better Access and Opportunities Are Ready for You

Can’t get a hold of your advisor? Are they not responding to your questions? You deserve better. I make it my mission to provide responsive, relevant advice and support whenever you need it.

Your calls, emails, and questions will be answered in a timely manner. I'll help you understand your options and identify solutions that align with your goals and best interests. 

Like a great lift bridge, my services are meant to help you access greater opportunities for your future.

My Approach to Serving You

The Lift Bridge Way™ is my five-step proprietary process for helping you get the right advice when you need it.
See how my HERO Values and mission focus on you and your family’s needs throughout our process.

Financial Newsletter Signup

Sign up to my newsletter by clicking here!
You will also receive special newsletters during the year with timely reminders.

An independent Financial and Insurance Services practice based in Spencerport, NY, Lift Bridge Financial services clients in Western New York, including Monroe, Wayne, Orleans, Ontario, and Livingston counties. Simon Devenish is registered in NY, TN, and FL.

Contact Us

Call/Text: (585) 540-1491

Visit: 117 South Union St, Ste 1, Spencerport, NY 14559

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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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Medicare Disclaimer: We do not offer every plan available in your area. Currently, we represent four organizations which offer 56 plans in your area. Please contact Medicare.gov, 1–800–MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

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