FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Congratulations to all the 2021 Awards winners presented at 189th NYS Ag Society Forum.
Click here for the award winner videos: https://www.nysagsociety.org/about-the-forum/
Cheers to health, happiness, and prosperity in 2021!
Happy New Year from Legacy Wealth Advisors!
With the absence of the NYS Fair, NYAAC is continuing to support and highlight NY state dairy farms and farmers through their "Dairy on the Moo-ve" program. LWAofNY is happy to be part of this initiative.
Check it out! #NYAAC www.nyanimalag.org @nyanimalag
Happy to support the local Rotary Club as they work to support local business!
Our team is working hard together to support our friends and clients during these challenging times. While working from home isn’t easy our team is making the best of it!
We were excited to attend the AssetMark Gold Forum last week. A great few days of education, inspiration, insights and perspectives. We are looking forward to 2020 and beyond! #AssetMark #LifeIsGood
We were happy to play a role in the 188th NYS Ag Society annual meeting last week in Liverpool, NY. Great group of panelists and speakers. https://www.nysagsociety.org/
Special Thanks to NYS Commissioner of Agriculture Richard Ball, The Peterson Farm Brothers, Julie Suarez, Colleen Klein, Tonya Van Slyke, Corey Mosher, Bill Jordon, Jean O'Toole, Steve Ammerman and Eileen Jensen for their contributions to our program. We look forward to the 2021 event. #NYSAgSociety
Wishing you a Happy and Healthy New Year!
December 5, 2019
We were happy to be part of this event again this year! If you haven't visited it in the past, you should plan to do so. #NYAAC #NYSfair
We attended the Ag Workforce Development Council’s Labor Roadshow this week. Many changes in 2020 for the Ag industry. We are here to help! #CornellCals #NEDPA
Mark and Anita were happy to support NYAAC (https://www.nyanimalag.org/) and the Dairy Cow Birthing Center ( #uddermiracles ) at the Great NYS Fair.
Please help us congratulate Mark on 20 years in the financial services industry!
A great few days in Saratoga, NY with the NYS Ag Society and NYS Ag Society Foundation Leadership Experience. Special thanks to Hand Melon Farms, Saratoga Sod, McMahon of Saratoga Thoroughbreds, King Brothers Dairy, Erin Hull, Director of Communication and Crisis Management at NYAAC, and Pat Hooker, New York State Deputy Secretary of Food & Agriculture, for their hospitality and willingness to share what they do and why they do it!
Sunday we were excited to play a little football (soccer) with the team at Frazee Farms. Great culture and morale builder. Nothing wrong with a little competition to provide Monday morning bragging rights! We are happy to support NY Agriculture. #NYDairy #GrowNY
Proud to be part of the NYS Agricultural Society Annual Forum held last week. Over 450 registered attendees! Check out the Ag Society and the Ag Society Foundation website for more information regarding their programs and contributions the NYS Agriculture. Another great event! www.nysagsociety.org
Over the last week our team was happy to volunteer and help support NYAAC and the Dairy Cow Birthing Center at the Great New York State Fair. We all had a wonderful time supporting the Dairy industry.
Our Practice Manager, Nicole Cizenski, continues to add value to our team by furthering her education. Please help in congratulating Nicole on receiving her NYS Life Accident and Health license. She completed over 40 hours of study and passed the comprehensive state exam. We are excited for the step she and the team take every day to better serve our clients.
Congratulations to Mark Modzeleski on receiving his Certified Family Business Specialist designation. The Certified Family Business Specialist (CFBS) designation is a graduate level program concentrated on needs of closely held or family-owned enterprises. The curriculum helps build a better understanding of the unique challenges family businesses face regarding succession planning and business evaluation in the context of estate and legacy planning.
The Legacy Wealth Advisors team had a wonderful day touring Belltown Dairy and Fessenden Dairy, two great Cayuga County dairy operations. This was an incredible experience for our team, as were able to learn more about our clients and the industries we serve daily.