Join Vanderbilt Blog

Our 2023 Thus Far

Posted by Jerry McNulty on 6/30/23 9:30 AM

With 2023 half way over we wanted to take a moment to reflect on the success and growth has had during the first half of the year. Vanderbilt strives to provide their Advisors with the best tools available, to support and grow their businesses, no matter what the current condition of the markets are.

Vanderbilt Financial Group was recognized by Investment News as a Top Independent Broker-Dealer for 2023, our second year in a row. We were also awarded the Top Broker-Dealer Award for 2023 by Financial Services Review, and was recognized as an Inclusive Workplace by Best Companies Group and COLOR Magazine.

Read More
0 Comments Click here to read/write comments

Topics: Financial Advisors, Impact Investing, Financial Advising, Broker Dealer, Financial Technology, Business Building, Vanderbilt Financial Group, Blogging, finance, SDG, infographic

Financial Planning Month: Tips Advisors Can Give to Their Clients

Posted by Jerry McNulty on 10/31/22 10:56 AM

With October being Financial Planning Month, we wanted to provide some helpful information for when Advisors meet with their clients to advise them on how to better manage their finances and investments. Here are four basic tips that you can share with your clients as they work towards their goals of being more financially stable in the present and can help solidify their financial futures.

Read More
0 Comments Click here to read/write comments

Topics: Financial Advisors, Financial Advising, Financial Technology, Client Relationships, Long Term Planning, ESG, saving money, Financial Planning Month

Built Into Our Systems: Levering Technology for Sustainability

Posted by Vanderbilt Financial Group on 3/11/19 11:07 AM

At Vanderbilt Financial Group, we've made a name for ourselves in the industry as "The Sustainable Broker Dealer", one of a very few that is dedicated to making a positive impact on the world. We've built into our systems to leverage technology in an effort to make Vanderbilt a more impactful company and increase our sustainability efforts, whether that's through our solar panels and state-of-the-art utility systems in our LEED Certified Platinum Headquarters in Long Island or through the online, cloud based management systems our advisors employ in their practice everyday. 

Read More
0 Comments Click here to read/write comments

Topics: Financial Technology, Business Building, sustainability

5 Step Guide to Identify a Phishing Email

Posted by Vanderbilt Financial Group on 3/28/17 2:53 PM
Spam and phishing is an unfortunate reality for all businesses to combat. In order to maintain a secure, compliant, and successful business, we must protect ourselves against phishing by becoming vigilant and smart in our daily activities.


Read More
0 Comments Click here to read/write comments

Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Email

All posts

Subscribe to Email Updates

Recent Posts

Copyright 2015 - All Rights Reserved - Vanderbilt Financial Group 125 Froehlich Farm Blvd, Woodbury, NY 11797 | Phone: 631.845.5100

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.

Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. 

Clearing agent: Fidelity Clearing & Custody Solutions

Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity 

Clearing & Custody Solutions, Charles Schwab

 

Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

 

For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures

 

VFG uses MSCI, an industry leader in driving ESG and Climate transparency through objective measuring and modeling of ESG characteristics. Learn more at MSCI.com. VFG and its affiliates support and promote Environmental, Social, and Corporate Governance (“ESG”), Socially Responsible Investing (“SRI”), and Impact Investing, but the Firm and its affiliates do not require or mandate that its financial professionals engage solely in related activities.  Clients of the Firm and its affiliates are not required to adopt or invest in any specific security, strategy, or portfolio. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.