Vanderbilt Insights

Vanderbilt Welcomes Joshua Pessin

Vanderbilt Financial Group welcomes Joshua Pessin, formerly of Bishop Rosen & Co., as a Financial Advisor with almost 20 years of experience.

Please join us in welcoming Joshua to the Vanderbilt Team!

News

Business Succession Planning

Philanthropic Advisory

Tax Optimization Strategies

Custom Retirement Plans

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

Retirement Plan Benefits for Business Owners

As a business owner, you have unique opportunities to optimize your financial future while also enhancing the benefits you offer to your employees. Our Private

Trust and Estate Planning

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