Mark Modzeleski
President Owner Financial Advisor @Legacy Wealth Advisors Of Ny
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WORK HISTORY
President Owner Financial Advisor @Legacy Wealth Advisors Of Ny
Syracuse, NY, US
Legacy Wealth Advisors of NY is a full-service financial firm with offices in Syracuse, NY. We are committed to helping our clients reach their financial goals, whatever they may be. Legacy Wealth Advisors of NY works as a team to help develop plans and strategies regarding business transition, retirement, risk mitigation, wealth management, and efficient estate transfer.
EDUCATION
Corporation for Long Term Care
Certified Long Term Care (CLTC)
Gordon College
BA, Psychology
The American College of Financial Services
Certified Family Business Specialist (CFBS), Financial Planning and Services
LEAD NY - Cornell University
LeadNY Class 15
Fi360, Inc.
Accredited Investment Fiduciary (AIF)
Institute of Business and Finance
Certified Funds Specialist (CFS)
ABOUT MARK MODZELESKI
Guiding Legacy Wealth Advisors of NY and Gateway Consulting and Coaching Toward a Future…
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