Vanderbilt Financial Group Welcomes 8 New Financial Advisors from Bishop Rosen & Co with $200 Million in Assets Under Management.
Isaac Schlesinger joins Vanderbilt Financial Group
Vanderbilt Financial Group acquired New York Financial Advisor Israel Harman. Israel has over 20 years of experience in the industry.
Vanderbilt Financial Group welcomes Joshua Pessin, formerly of Bishop Rosen & Co., as a Financial Advisor with almost 20 years of experience.
William joins the sales force at Vanderbilt Financial Group’s Woodbury Headquarters.
Financial Advisor, Simon Chung joins Vanderbilt Financial Group’s Woodbury Headquarters.
Vanderbilt Financial Group welcomes Financial Advisor, George Drakos. George has almost 50 years of experience in the industry and was previously affiliated with Bishop Rosen.
Vanderbilt Welcomes Henry Lefkowtiz
Vanderbilt Financial Group welcomes David Laliberte as the Branch Manager of new OSJ in Hudson Massachusetts.
Gregory Mistovich joins Vanderbilt Financial Group as a Senior Portfolio Manager
Walk Information: Please join us at 10 am on Saturday, September, 12th 2026 at Jones Beach State Park, Ocean Pkwy W, Field 1, Wantagh, NY
With Thanksgiving and other holidays just around the corner, we wanted to take this opportunity to appreciate all the good we have going for us,
With October being Financial Planning Month, we wanted to provide some helpful information for when Advisors meet with their clients to advise them on how
September is Hunger Action Month, a time to bring awareness to the food crisis affecting communities across the globe. Vanderbilt, as a firm that adheres
Walk Information: Please join us at 10 am on Saturday, September, 10th 2022 at Jones Beach State Park, Ocean Pkwy W, Field 1, Wantagh, NY
Vanderbilt Financial Group, Charge to Work NY and City of Long Beach Host Electric Vehicle Ride-and-Drive Event in Celebration of Earth Day – Sunday, April
3rd Annual 5k Walk at Jones Beach – October 7th, and 1st Annual Golf Outing – October 9th
On July 6th, we held our third annual fluke fishing trip on the Yankee III out of Captree State Park. 45 members of the Vanderbilt Family showed up for an evening full of fishing, fluke, and fun!
Council Post: How To Surpass Customers’ Expectations: Building Solid Client Relationships Here are a few of the best practices I keep at my company that
Written by editor@etftrends.com (ETF Trends) Something that’s likely on your clients’ minds this year: inflation. With the annual reading for 2022 rounding out at 6.5%1,
https://hubs.la/Q01zBLGn0 By Dinah Wisenberg Brin The landmark Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022 signed into law in December brings wide-reaching changes that could
By Michael Konialian As financial advisors sort through the aftermath of the pandemic, they will find that life insurance has been completely transformed. At the
Will you still be advising them? Randy A. Fox | Jan 20, 2023 An estimated $84 trillion in wealth is expected to be transferred between the generations over
By Roger Wohlner It’s the start of a new year, and a number of people will be acting upon their new year’s resolution to take charge of
Financial advisors often have challenging jobs. Because clients entrust them with sensitive personal information and rely on them to help reach big financial goals, it’s