Broker Check

Client Events

SEPTEMBER CHARITY EVENT

SEPTEMBER CHARITY EVENT

COMMUNITY OUTREACH

Join us in September as we partner with our friends at Cetera Investors in extending a hand to our community!

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CIGAR & WHISKEY NIGHT

CIGAR & WHISKEY NIGHT

CLIENT EDUCATION + SOCIAL NIGHT

Join us for a night of great conversation, food, and connection. Connect with our team, and ring in the autumn season with a bang!

195 Troy-Schenectady Rd, Latham, NY 12110

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CAREER NIGHT

CAREER NIGHT

CAREER OPPORTUNITIES EVENT

Looking for a new opportunity or a fresh start? Join us at the Recovery Room in Troy, NY to meet our partners  and find out how our team could be your next place to call home!

RECOVERY ROOM - 235 Hoosick St, Troy, NY 12180

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MEDICARE LUNCHEON

MEDICARE LUNCHEON

EDUCATIONAL EVENT

Clients join us for an informative luncheon where we guide clients through medicare options and clarify the differences from Medicaid!

2 PM | RSVP COMING SOON.

CLIENT HAPPY HOUR | OCTOBER EDITION

CLIENT HAPPY HOUR | OCTOBER EDITION

CLIENT APPRECIATION

Join us in October as we celebrate our shared partnership and some beautiful fall colors with an Autumn-themed Client Happy Hour!

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OCTOBER "WILD" EVENT

OCTOBER "WILD" EVENT

IRON TREE WILD

Join us in October for the latest in our "Iron Tree WILD" series, event and date info coming soon!

RSVP COMING SOON.

CLIENT HAPPY HOUR | NOVEMBER EDITION

CLIENT HAPPY HOUR | NOVEMBER EDITION

CLIENT APPRECIATION

Join us in November as we celebrate each other in a very "thankful" holiday edition of our Client Happy Hour!

RSVP COMING SOON.

TOYS FOR TOTS COLLECTION DAY

TOYS FOR TOTS COLLECTION DAY

CHARITY INITIATIVE

Clients are invited to stop by our office and grab a treat while dropping off a new unwrapped toy for children in need in our community.

JOIN US IN OFFICE! | 19 BRITISH AMERICAN BLVD, LATHAM, NY 12110

CLIENT HAPPY HOUR | DECEMBER EDITION

CLIENT HAPPY HOUR | DECEMBER EDITION

CLIENT APPRECIATION

Join us in December as we ring in the Holiday season with a Christmas-themed Client Happy Hour!

RSVP COMING SOON.