FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
President / Financial Advisor / Financial Planner
(315) 530-1880 x5
Mark Modzeleski is proud to be both the president and founder of Legacy Wealth Advisors of NY where his primary responsibilities include advising and guiding small businesses and families. He has a particular focus in the agricultural...
Partner / Financial Advisor
(315) 530-1880 x6
Jeff has over 40 years of experience in the Financial Services Industry. He has been a Financial Representative and has earned several industry awards. He holds a Bachelor of Science, in finance and marketing, from Syracuse University...
Director of Operations
(315) 530-1880 x2
Nicole Cizenski is our firm’s Director of Operations. Nicole joined our team in August of 2015. She has helped to transform our firm's back office and establish systems and processes to help in the efficiency of our practice...
(315) 530-1880 x3
Jessie joined our team in June of 2022. Her role includes client engagement, client information management, social media and website oversight. She also works on marketing materials for us. Jessie is a lifelong resident of Andover...
(315) 530-1880 x4
Keegan joined our operations team in August 2022. She has experience in both Financial Services and Education. In addition to responsibilities in general operations, client support and new business she works alongside our team to...