FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
Pumpkins and mums and straw... oh my! We love all the fall things that are happening at the Barn on this beautiful day!
At LWA of NY, we value NYS agriculture! This month we continued backing the Dairy Industry by volunteering at NYAAC’s Dairy Cow Birthing Center at The Great New York State Fair, just like in previous years. It's a special day where we help family farms show the public what goes on daily to produce milk.
Last weekend our team got together and celebrated one of our own. Keegan and Nick tied the knot on Saturday, and we were able to cheer them on... and eat cake! Congrats to Keegan and Nick!
Recently, we had the opportunity to gather at the Barn on Collamer Road and engage with investment advisors from JP Morgan and Savos Investments. Jeff, Mark, and other local investment advisors joined us for a productive session where we discussed, learned, and actively inquired about the prevailing market conditions, portfolio design, and upcoming prospects in the investment landscape. Additionally, we delved into the exploration of trends and future opportunities. It was a valuable occasion for knowledge sharing and gaining insights into the dynamic world of investments. #AssetMark #JPMorgan #SavosInvestments
Last week Mark and Jeff traveled to Scottsdale, AZ to attend the AIMCOR Group 2023 Producer Conference. Hundreds of insurance professionals came together to network and learn. Mark and Jeff heard from several speakers on trends and product solutions within the Life, Disability, Long Term Care and Annuity product lines from several carriers. They were also able to spend time with our KAFL support team, Peter, Lorrie and Lisa!
Last week Mark traveled to Scottsdale, AZ to attend the AssetMark Gold Forum. Almost 1,000 investment professionals came together to network, learn, and ask questions. Mark heard from several speakers on topics like the economy, investment trends, new products, services, and technology. He was also able to spend time with his AssetMark support team, Matt, Mike, and Stephanie! #AssetMark #GoldForum
Last week our team was honored to play a role in the NYS Ag Society’s 191st Annual Forum. Disruption Eruption: Discovering new opportunities in Agriculture. What a great program! With visits from Commissioner Richard Ball and Governor Kathy Hochul, the meeting was a great success! #nysagsociety
Our team spent some time last week celebrating our 2022 accomplishments and planning for 2023. Through several changes, which have become the norm, our team continues to adapt and grow. We were excited to spend some time together and are looking forward to a great 2023!
Our team spent several days in Nashville, TN for the J.W. Cole Annual Advisor Symposium! We had a great time and enjoyed connecting with each other, the home office staff and many product vendors.
We listened to incredible speakers dive into market and economic updates, personal inspiration and new product opportunities. We are excited to put what we learned into action... and we are looking forward to the next Symposium!
Our team was happy to engage with Richard A. Ball, the Commissioner of the New York State Department of Agriculture and Markets, along with Antonio Delgado, the Lieutenant Governor, at The Great NYS Fair, in our continued efforts to support the NY Agricultural community.
Fun to have the entire team here today at the barn! Nicole, Keegan, Jessie and Tyler. What a great group!
This years NYS Ag Society Summer meetings were held last week. Great fellowship, tours and networking. Thanks to the volunteers of the organizations and Bergen Farms for being one of our hosts! https://www.facebook.com/BergenFarm/
Congratulations to Nicole Cizenski on her recent promotion! Nicole has worked for years to help LWAofNY and its clients grow and prosper. We are excited to introduce her as our new Director of Operations. As the Director of Operations she is responsible for ensuring the operations of the business run smoothly and efficiently by supporting the staff, which report to her. She will hire, train and develop new staff, help set firm and employee goals and help remove barriers to operational success.
This week Mark was proud to represent the NYS Ag Society at the National Ag in the Classroom Conference in Saratoga Springs, NY. Just under 700 educators came to NY to learn, connect and network.
This week will be Anita Urda's last week with us at LWAofNY. Her retirement is bitter sweet. We will miss her but we are excited to see what is next for her and her loved ones.
Our team is excited to be in our new space, more room to spread out and work collaboratively!
Click the link below to see more from us on our Facebook page.
Mark was excited to speak to NY state Corn and Soybean farmers at their winter expo. With a focus on the transition that continues to happen on our farmers. The importance of Culture and communication in our businesses and farms is as important now as it has ever been!
Click the link below to learn more about the event!
Mark was proud to continue to serve NYS Agriculture at Ag Society’s 2022 Forum!
Cold outside but warm inside The Barn at Collamer Road. Our Team at LWAofNY is working through our first winter in the barn and continue to be excited about the space. Stop in an visit if you haven’t had a chance to!
Check out the link below to stay up to date on what's going on at The Barn at Collamer Road!
Our new location, The Barn at Collamer Road, is really coming together. Very cozy up here on the third floor!
We are happy to announce a big change coming to Legacy Wealth Advisors! Introducing our new Broker-Dealer partner J.W. Cole Financial, Inc.
Saying goodbye to our summer intern Ryan, wishing him a great senior year and soccer season at Gordon College!
LWAofNY continues to be a proud supporter of #NYAAC and their work at the Great NYS Fair. The Dairy Cow Birthing center once again provided a great educational experience!
We are excited to finally be in our new space, The Barn at Collamer Rd. Looking forward to seeing you in our new space soon!