The Right Advice When You Need It.
At Lift Bridge Financial™, providing the right investment and insurance guidance for West Side communities is what we do.
Building bridges to a better future for you and your family is who we are.
How can we help?
Financial
Planning
What’s your plan for a better financial future?
We can help you and your family find answers.
Investment Accounts
Our dual-model investing approach empowers you to have the access and opportunities you need.
Retirement
Income
Do you know if you can retire well?
We help remove the mystery of what retirement can be.
Health and Life Insurance
You and your family’s future matters too much not to have the right insurance coverage.
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. We make it our mission to provide you with responsive, relevant advice and support. Your calls, emails, and questions will be answered in a timely manner. We will show you what’s available that aligns with your best interests.
Like a great lift bridge, our services are meant to help you access greater opportunities for your future.
Our Approach to Serving You
The Lift Bridge Way™ is our five-step proprietary process for helping you get the right advice when you need it.
See how our HERO Values and mission focus on you and your family’s needs throughout our process.
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 we do what we do.
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
(585) 851-1629
(585) 540-1491
Links
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.
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.