Vanderbilt Financial Group

Vanderbilt Financial Group

Financial-Services

Woodbury, New York
United States
Company Tagline

The Sustainable Wealth Management Firm

Industry Category
Financial-Services
Company Description

Vanderbilt Financial Group stands as a leader in the financial services sector, committed to disrupting traditional finance through a focus on socially and environmentally responsible investing. With a dedication to ethical and impactful investments, Vanderbilt Financial Group ensures advisors remain front and center, providing a world-class level of service characterized by a “family office” feel.

Headquartered in a LEED-certified Platinum building at 125 Froehlich Farm Blvd, Woodbury, New York 11797, US, Vanderbilt Financial Group integrates its commitment to sustainability into its very foundation. This dedication extends beyond the office, fostering a culture that uses business as a force for good, enhancing the community and making a significant impact. Vanderbilt Financial Group is recognized as “The Sustainable Wealth Management Firm,” offering financial advisors and their clients access to value-aligned investments.

Vanderbilt Financial Group carries forward a legacy of entrepreneurial spirit, celebrated through its approach to modern financial solutions. This ethos drives the firm's commitment to innovation and client success. We invite the manager of Vanderbilt Financial Group to create a customized and exclusive company showcase and product listing on our platform, enhancing their visibility and growth opportunities.

Vanderbilt Financial Group est un leader dans le secteur des services financiers, déterminé à transformer la finance traditionnelle en mettant l'accent sur les investissements socialement et écologiquement responsables. Avec un engagement envers des investissements éthiques et à impact, Vanderbilt Financial Group veille à ce que les conseillers restent au premier plan, offrant un niveau de service de classe mondiale caractérisé par une ambiance de « family office ».

Basé dans un bâtiment certifié LEED Platine au 125 Froehlich Farm Blvd, Woodbury, New York 11797, États-Unis, Vanderbilt Financial Group intègre son engagement envers la durabilité dans ses fondations mêmes. Cet engagement s'étend au-delà du bureau, favorisant une culture qui utilise les affaires comme une force positive, améliorant la communauté et ayant un impact significatif. Vanderbilt Financial Group est reconnu comme « The Sustainable Wealth Management Firm », offrant aux conseillers financiers et à leurs clients un accès à des investissements alignés sur leurs valeurs.

Vanderbilt Financial Group perpétue un héritage d'esprit d'entreprise, célébré à travers son approche des solutions financières modernes. Cet esprit anime l'engagement de l'entreprise envers l'innovation et le succès de ses clients. Nous invitons le gestionnaire de Vanderbilt Financial Group à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme, améliorant ainsi leur visibilité et leurs opportunités de croissance.

Key Personnel / Employees
Christianna Crapo Ryan Bodin CFP® Jina Penn-Tracy Richard DeBono

Compare Companies Side by Side

Compare Vanderbilt Financial Group with 3 companies in Financial-Services

4 Companies
Comparison Field
Vanderbilt Financial Group
Vanderbilt Financial Grou...
Main Company
Perspective Wealth Planning
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Indiana Trust Wealth Management
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MJA Business Solutions
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Founded Year
2017 1988 2007
Company Size
2-10 11-50 11-50
City
Woodbury, New York Johnstown, Pennsylvania Mishawaka, Indiana Coffs Harbour, New South Wales
Country
United States United States United States
Skills & Keywords Comparing with main company
11 Total Skills
Financial Services Sustainable Investing Wealth Management Impact Investing Ethical Investments Financial Advisory Investment Services Advisory Services Investments Services Financial Planning Insurance Services
2 Total 1 Common 1 Unique
Match 9%
Common Skills:
Wealth Management
Unique Skills:
Investing
36 Total 2 Common 34 Unique
Match 18%
Common Skills:
Sustainable Investing Wealth Management
Unique Skills:
advisory solutions Business Retirement Plans Business Succession Planning Corporations Custody of Assets Employee Benefit Plans +28
11 Total 11 Unique
Unique Skills:
Bookkeeping Budgeting Business Advice Business Coaching Business Planning Cashflow +5
4
Total Companies
1988
Oldest Founded
1
Countries
56
Unique Skills

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Alternative Company Names

This company is also known as

Vanderbilt Financial Group 范德比尔特金融集团 वेंडरबिल्ट वित्तीय समूह مجموعة فاندربيلت المالية Вандербильт Файнэншл Груп