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
Vanderbilt Financial Group embarked on their second annual fishing trip on July 7th out of Captree State Park. 35 members of the Vanderbilt Family showed
The John Brower Jr Foundation and Outreach on ABC’s Long Island Viewpoint with Ken Rosato
CEO Steve Distante sat on the panel for, “The Future of Corporate Responsibility: Exploring Organizational and Individual Preparedness”, in collaboration with Be Social Change (BSC)
This past weekend, I hosted an Electric Car Show in honor of Earth Day along with the New York Electric Auto Association. My son volunteered
Vanderbilt Financial Group held Electric Car Show in appreciation of Earth Day
Vanderbilt Financial Group held a building tour and presentation to teach their Financial Advisors and Clients simple ways to become more eco-friendly in appreciation of Earth Day.
Our first and biggest event took place on April 20th where we celebrated being Long Island’s first official LEED Platinum office building. The Long Island
You may have seen us in the news recently! Vanderbilt Financial Group and the United States Green Building Council will be hosting a tour of
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