Vanderbilt Insights

Celebrating 2016!

Vanderbilt held their Holiday Open House at their Woodbury, NY headquarters on December 15th. Financial Advisors and Staff brought their families (and dogs!) to celebrate the company’s biggest year of growth over some food, refreshments, and karaoke! Santa Claus even stopped by!

Here are just a few photos from the celebration:

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We work with you to design custom retirement plans, including 401(k) plans, profit-sharing plans, and defined benefit plans that provide tax advantages while helping you

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Protecting your legacy is paramount. Our trust and estate planning services ensure that your wealth is preserved and transferred according to your wishes, minimizing tax

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