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Legacy Wealth Advisors of NY
Приєднався 10 тра 2023
Legacy Wealth Advisors of NY is a full-service financial firm based in Syracuse, NY. We are committed to helping our clients reach their financial goals, whatever they may be. Legacy Wealth Advisors of NY works as a team to help develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) . Legacy Wealth Advisors of NY and JWC/JWCA are unaffiliated entities.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) . Legacy Wealth Advisors of NY and JWC/JWCA are unaffiliated entities.
Navigating Agri-Finance - Legacy Conversations Episode 8
Navigating Agri-Finance: A Conversation with Dario Arezzo
This week on Legacy Conversations, Mark sits down with Dario Arezzo, Vice President at Farm Credit East. A Syracuse native with a remarkable expertise in taxes and financial planning, Dario leads a significant business group within the organization. Together, they dive into Dario’s inspiring journey from his roots in Central New York to his leadership role in the agricultural finance industry.
Their discussion covers key legislative topics, insights into the credit and tax challenges facing agriculture today, and Dario’s forward-looking perspective on what’s next for the industry. Whether you’re deeply involved in agriculture or just curious about the financial side of the sector, this episode offers valuable insights you won’t want to miss.
www.linkedin.com/in/dario-arezzo-jd-llm-cfp%C2%AE-8486197/
www.farmcrediteast.com/?gad_source=1&gclid=CjwKCAiA-ty8BhA_EiwAkyoa33F0WgfEAT4BBgEuDJm98BR63JsX72klla8ZBzOHlQcG_GmfT2OSVxoCdWQQAvD_BwE
This week on Legacy Conversations, Mark sits down with Dario Arezzo, Vice President at Farm Credit East. A Syracuse native with a remarkable expertise in taxes and financial planning, Dario leads a significant business group within the organization. Together, they dive into Dario’s inspiring journey from his roots in Central New York to his leadership role in the agricultural finance industry.
Their discussion covers key legislative topics, insights into the credit and tax challenges facing agriculture today, and Dario’s forward-looking perspective on what’s next for the industry. Whether you’re deeply involved in agriculture or just curious about the financial side of the sector, this episode offers valuable insights you won’t want to miss.
www.linkedin.com/in/dario-arezzo-jd-llm-cfp%C2%AE-8486197/
www.farmcrediteast.com/?gad_source=1&gclid=CjwKCAiA-ty8BhA_EiwAkyoa33F0WgfEAT4BBgEuDJm98BR63JsX72klla8ZBzOHlQcG_GmfT2OSVxoCdWQQAvD_BwE
Переглядів: 25
Відео
From Farm Roots to Statewide Advocacy - Legacy Conversations Episode 7
Переглядів 39День тому
From Farm Roots to Statewide Advocacy: A Conversation with Eileen Jensen. In this episode of Legacy Conversations, Mark sits down with Eileen Jensen, Executive Director of the New York Animal Agriculture Coalition (NYAAC), to explore her inspiring journey in agriculture. From her early roots in farming to leading advocacy efforts for New York’s animal agriculture community, Eileen shares her pa...
Exploring the Evolution of Insurance - Legacy Conversations Episode 6
Переглядів 62День тому
Exploring the Evolution of Insurance with Bill Basher In this episode of Legacy Conversations, Mark sits down with Bill Basher, an experienced insurance professional with a career spanning roles at a major insurance company's home office to working directly with clients on the front lines. Specializing in commercial insurance, Bill shares his insights on the current state of the insurance marke...
A Legacy in the Outdoors - Legacy Conversations Episode 5
Переглядів 18314 днів тому
A Legacy in the Outdoors: Building a Premier Shooting Preserve with Jason Acee This week on Legacy Conversations, Mark sits down with Jason Acee of Vernon National Shooting Preserve, a family-operated business just outside of Utica, New York. For over 20 years, Jason and his family have cultivated a premier shooting preserve offering something for everyone-from competitive sporting clays, five-...
The Value of Integrity in Business - Legacy Conversations Episode 4
Переглядів 5914 днів тому
In Episode 4 of Legacy Conversations, Mark dives into one of the five core values that drive his business: Integrity. In this solo episode, Mark shares how integrity serves as the foundation for his team and the work they do every day. www.lwaofny.com lwaofny From providing advice and mentoring to counseling clients on wealth management and business strategies, Mark explains why ...
The Comfort Crisis - Legacy Conversations Episode 3
Переглядів 4921 день тому
In Episode 3 of Legacy Conversations, Mark sits down with Jonathan Sheehan, Vice President at J.W. Cole Advisors in Tampa, Florida. J.W. Cole Advisors has been a key partner for Mark and his team since their transition in November of 2021-a decision Mark considers one of the best of his career. www.jw-cole.com/ www.linkedin.com/in/jon-sheehan-mba-cfp®-0736772b2/ The conversation spans their p...
Uber Driver Tips - Legacy Conversations Episode 2
Переглядів 320Місяць тому
In this episode, Mark sits down with Levi Spires, a successful Uber driver, content creator, and familiar face from their local community. Mark and Levi’s connection goes back years, thanks to their kids playing soccer together and living in the same school district. Levi shares insights from his experience behind the wheel, offering a deep dive into the world of rideshare driving, tipping cult...
Our Mission - Legacy Conversations Episode 1
Переглядів 582 місяці тому
Our Mission - Legacy Conversations Episode 1
Text the LWA of NY Team at 315-967-5043!
Переглядів 333 місяці тому
Text the LWA of NY Team at 315-967-5043!
The Complexities of Small Business Consulting
Переглядів 263 місяці тому
The Complexities of Small Business Consulting
Back Up to Move Forward: Lessons from Archery
Переглядів 863 місяці тому
Back Up to Move Forward: Lessons from Archery
Considering When to Take Social Security Benefits
Переглядів 275 місяців тому
Considering When to Take Social Security Benefits
Levi’s tip rate is about double the national average for most uber passengers. Most drivers get tipped on 15-20% of rides.
Dumbest small talk I ever heard on UA-cam, you guys are nothing special here. Lol
Don’t tip
Great Message🥰🥰🥰
Yeah having defined roles and responsibilities can also be good for security compliance reasons. If person A doesn’t need to have access to some system, then they shouldn’t have access. But if no one’s job title is well defined and everyone wearing a bunch of hats, then too much access can be given out.
Great advice
You can reach us at 315-530-1880 or info@lwaofny.com with any questions! Check out our website: www.lwaofny.com.