Join Vanderbilt Blog

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

Tips to Increase Your Savings in 2021

Posted by Vanderbilt Financial Group on 1/8/21 11:16 AM

Is your New Year’s Resolution for 2021 to save more money?

The start of a new year is the perfect time to reassess your finances and make a plan to save more money. Check out these tips to increase your savings in 2021!

Read More
0 Comments Click here to read/write comments

Topics: Financial Literacy, finance, saving money

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 & TD Ameritrade 

 

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.