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Our Philanthropy & Community Service

Philanthropy Can Enrich The Soul

Many individuals support great causes with time or money. We partner with many organizations with a commitment of both. Our goal is to give back to organizations and develop long-lasting relationships  to make our community better

Impact That Extends Beyond the Office.

Impact That Extends Beyond the Office.

As financial professionals we show investors more impactful ways to donate to their favorite organizations. We realize that there can be an emotional attachment to many organizations that have helped them or their family through tough times. We work to make a lasting legacy that can benefit those specific organizations for decades to come


No Such Thing As Too Many Helping Hands.

No Such Thing As Too Many Helping Hands.

As a team we take part in donating and volunteering for a variety of worthy causes in hopes to effect change a positive growth in our community.

See some of the organizations we support below.


Worthy Causes We've Worked With and Supported

RONALD MCDONALD HOUSE

RONALD MCDONALD HOUSE

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CHILDVOICE

CHILDVOICE

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BOY SCOUTS OF AMERICA

BOY SCOUTS OF AMERICA

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MARKUS PAUL FOUNDATION

MARKUS PAUL FOUNDATION

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JACK'S PLACE

JACK'S PLACE

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AMERICAN HEART ASSOCIATION

AMERICAN HEART ASSOCIATION

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REGIONAL FOOD BANK

REGIONAL FOOD BANK

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Conservation Causes We Support Through "Iron Tree WILD"

NEW YORK WILDLIFE RESCUE CENTER

NEW YORK WILDLIFE RESCUE CENTER

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THE NATURE CONSERVANCY

THE NATURE CONSERVANCY

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FRIENDS OF THE FEATHERED AND FURRY WILDLIFE CENTER

FRIENDS OF THE FEATHERED AND FURRY WILDLIFE CENTER

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NATURAL HERITAGE TRUST

NATURAL HERITAGE TRUST

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*The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Investment Services LLC or its affiliates.  Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.