Broker Check

News and Events

February 21, 2020

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

January 15, 2020

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.


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

January 1, 2020

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

November 22, 2019

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

August 23, 2019

Mark and Anita were happy to support NYAAC ( and the Dairy Cow Birthing Center ( #uddermiracles ) at the Great NYS Fair.

July 24, 2019

Please help us congratulate Mark on 20 years in the financial services industry!

July 10, 2019

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!

June 2, 2019

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  

January 14, 2019

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!

November 20, 2018

Anita is on the move, but not going anywhere! With the Norwich office close, we wanted to assure everyone that Anita is here, happy, and available to continue supporting you the best way possible. Feel free to reach out to any of our staff!

November 15, 2018

In order to streamline our practice, we have closed our Norwich office. We remain committed to providing top-notch client service to all our clients out of our Syracuse office. Those directly affected by this change have been notified, but please reach out if you have any questions.

August 31, 2018

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. 

August 27, 2018

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.

August 14, 2018

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.

July 28, 2018

Our 2018 summer intern, Derek Jones will be heading back to the University at Buffalo to complete his final semester. Derek will be graduating in December with a bachelor’s degree in Business Administration with a concentration in Financial Analysis. Derek was an integral part of our team this summer and we wish him all the best!

June 15, 2018

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.