Our Community
Giving back to
the place we call home.
We believe in supporting the community that has supported us for over 90 years. Our team actively participates on local boards, sponsors community events, and works with organizations focused on youth and regional development.
Recent Community Involvement.
Women’s Leadership Conference
Marci Lauren Riddell has participated in the “Women in Wealth” panel at both the 2024 and 2025 conferences, helping over 240 women gain insights on financial planning and leadership.
Youth Education & Athletics
Greg LaMonica speaks at local high school career days, and we sponsor little league teams and youth programs throughout the county.
Client Appreciation Events
We host gatherings like our 2024 event at the Northeast Classic Car Museum, bringing together clients and community members for education and connection.
Local Board Service
Our team members serve on boards throughout upstate New York, contributing time and insight to organizations that strengthen our community.
Community Support
Proud to partner with
local organizations.
We know the importance of giving back, and we constantly look for ways to support local organizations and events. If you have an event or organization that would benefit from our support, please don’t hesitate to reach out.
