Broker Check

The News Desk

The News Desk
Have You Heard?

Here at Iron Tree Financial, any time we can generate even a little bit of positive buzz, we celebrate that as a big win. Moreover, between our Charity Token Hunt, year-round events, multi-state operations, succession planning push, and high-net worth connections, there is a lot to choose from!

Check out the featured articles below from just some of the biggest names in business media to see what people are saying about Iron Tree.

The Iron Tree Financial Charity Token Hunt

For our 25th anniversary, we celebrated with a bang.

Learn more below!

FEATURED ARTICLE: WNYT

FEATURED ARTICLE: WNYT

"Scavenger Hunt for Charity Created by Local Financial Advising Firm"

Our Move to a New Office Space

In the Spring of 2025 we transitioned to a game-changing new office in Latham, NY.

Learn more below!

FEATURED ARTICLE: ALBANY BUSINESS REVIEW

FEATURED ARTICLE: ALBANY BUSINESS REVIEW

"Cetera Investors' Albany branch moves to larger office space in Latham"

The "Iron Tree Financial" Re-Branding

Check out several featured articles centered around our company re-branding and 25th anniversary campaign:

FEATURED ARTICLE: NBC NEWS

FEATURED ARTICLE: NBC NEWS

"Iron Tree Financial Celebrates 25 Years with a Purposeful Rebrand that Honors Strength, Knowledge, and Community"

BUSINESS INSIDER

BUSINESS INSIDER

"Iron Tree Financial Celebrates 25 Years with a Purposeful Rebrand that Honors Strength, Knowledge, and Community"

READ MORE
DIGITAL JOURNAL

DIGITAL JOURNAL

"Iron Tree Financial Celebrates 25 Years with a Purposeful Rebrand that Honors Strength, Knowledge, and Community"

READ MORE
YAHOO! FINANCE

YAHOO! FINANCE

"Iron Tree Financial Celebrates 25 Years with a Purposeful Rebrand that Honors Strength, Knowledge, and Community"

READ MORE
CLEARWATER TIMES

CLEARWATER TIMES

"Iron Tree Financial Celebrates 25 Years with a Purposeful Rebrand that Honors Strength, Knowledge, and Community"

READ MORE

*Featured content was paid advertising.*

The Iron Tree Financial "Black Label" Announcement

In an unprecedented move towards empowering and supporting our high-net worth clients, we have announced that 2026 will mark the start of our "Iron Tree Financial - Black" Label.

Find out more below.

FEATURED ARTICLE: USA TODAY

FEATURED ARTICLE: USA TODAY

"Beyond Wealth Management: Inside Iron Tree Financial’s Black Label Experience for High-Net-Worth Individuals"

*Featured content was paid advertising.*

Iron Tree Financial Succession Planning

We're completely transforming the way we execute Succession Planning for advisors.

Don't just take our word for it...hear from major, trusted sources.

FEATURED ARTICLE: Forbes LA

FEATURED ARTICLE: Forbes LA

"How Iron Tree Financial Built a Practice That Helps Financial Advisors Retire While Preserving Client Trust"

*Featured content was paid advertising.*

ADDITIONAL MENTIONS

When it comes to publications who have given us a shout, we're thrilled and honored to say that the list doesn't end at just what you see above. Here are several other sources who have picked up stories about Iron Tree Financial!

MarketWatch

MarketWatch


READ MORE
The Manila Times

The Manila Times


READ MORE
International Business Times

International Business Times


READ MORE

*Featured content was paid advertising.*