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Vanderbilt Financial Group

Founded in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is the “Sustainable Broker Dealer.” The firm is the first Independent BD committed to investing with purpose. Through Impact Investments the firm offers investments in socially and/or environmentally responsible, ethical, and impactful opportunities. In 2014 the firm was recognized with the MAP Vital Factors Solutions® Presidential Award for achieving excellence through implementing the MAP Management System™. Vanderbilt’s refreshing, unique, and progressive culture is a driving force to continue to be innovative constantly striving to positively impact their community.
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Recent Posts

Vanderbilt's Commitment to SDG 10 and Reducing Racial Inequalities

Posted by Vanderbilt Financial Group on 6/19/20 3:57 PM

To our Vanderbilt Family and our Community at large,

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The Go-Giver: Kerim Tulun

Posted by Vanderbilt Financial Group on 9/17/19 1:28 PM

 

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Kerim Tulun. In addition to his dedication to his clients, Kerim is an active Mentor with Big Brothers Big Sisters of Long Island as a consistent positive influence, supporter and friend in the lives of local children. Further showcasing his devotion to the community in which he lives and works, Kerim is also a member of the Sysosset Woodbury Chamber of Commerce, an organization committed to promoting local business for the betterment of the community.

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Topics: Financial advisor, Vanderbilt Financial Group, The Advisor Spotlight

A Common Interest in Changing the World

Posted by Vanderbilt Financial Group on 7/26/19 2:15 PM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Bob Goellner and Max Mintz of Common Interests Financial. 

 

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Topics: Impact Investing, Vanderbilt Financial Group, The Advisor Spotlight

The Professor and Lifelong Learner

Posted by Vanderbilt Financial Group on 6/28/19 10:00 AM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Jack Chite, President of Vanderbilt Insurance.

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Topics: Financial Advisors, Retirement Planning, The Advisor Spotlight

An Innovative Advisor focused on Impact Investing

Posted by Vanderbilt Financial Group on 5/31/19 4:15 PM

Editor’s Note: Each month Vanderbilt Financial Group features an advisor in the Vanderbilt family who exhibits the VFG values of Gratitude, Respect, Innovation, Teamwork and Trust on a consistent basis. These values impact their work with clients and VFG staff, and ultimately pushes for an excellence in their business practices that is unparalleled and incredibly unique. Beyond high-level producers, these advisors offer sage advice and best practices for boosting your business on your terms according to your values. This month’s Advisor Spotlight features Mehul Thakker of Empowered Investments.

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Topics: Financial Advisors, Impact Investing, The Advisor Spotlight

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