Happy Labor Day from GYL Financial Synergies! Labor Day is a time to recognize the contributions of our employees and workers everywhere! We hope you take this well-deserved break to relax, recharge, and spend time with loved ones. #LaborDay #TeamAppreciation #Gratitude #WorkLifeBalance #ThankYou CAR20240828GYLLD
About us
GYL Financial Synergies is an independent, fiduciary, Registered Investment Advisory firm founded on one guiding principle: our clients’ interests come first. As a team, we spent 18 years custom tailoring solutions for individuals, families and institutions at Wells Fargo Advisors and its predecessors — before launching Goldberg, Yolles & Lepore LLC (now known as GYL Financial Synergies) in 2014. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele by offering them access to a wider universe of investment vehicles, more innovative solutions, more value-added services and more personalized attention in an open and transparent environment. As part of this evolution, we’ve joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. With the backing of Focus, we’ve deepened our bench strength and gained unprecedented access to resources, expertise, research services and technology providers so that we can find and deliver the best solutions for our clients.
- Website
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http://www.gylfinsyn.com
External link for GYL Financial Synergies
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- West Hartford, CT
- Type
- Partnership
- Founded
- 2016
Locations
Employees at GYL Financial Synergies
Updates
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It’s time to recognize our team members with work anniversaries this month! This August, we’re celebrating Lee Batten, Joshua I. Brier, Theo Marrinan, Amy Jagodowski, Marissa Trafecante, MBA, and Samantha Rose! We’re proud of your commitment, positive energy, and collaboration that you bring to our team. Cheers to continued success and future milestones at GYL! #WorkAnniversary #TeamCelebration #EmployeeAppreciation #CompanyMilestones CAR20240820AGYLA
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It was a gratifying day for two of our NYC team members, GYL Financial Synergies Managing Director and Co-Founder Aaron Cohen and Client Associate Hernan Marambio, who volunteered to serve lunch to seniors at the Food Bank For New York City's Community Kitchen and Pantry earlier this month! Driven by a mission to empower every New Yorker to achieve food security for good, the Food Bank For New York City harness the collective power of its network of food providers, partners, and volunteers to activate the right resources, supports, and expertise across the five boroughs. They work with 800+ soup kitchens, food pantries, and campus partners to provide immediate and reliable access to food and nutrition education. Additionally, they run economic empowerment programs to give people the tools and know-how to improve their financial wellness. Community by community, the Food Bank For New York City hopes to achieve a more hopeful, dignified, and equitable future for all. Their Community Kitchen’s meal service distributes nutritious hot meals to hundreds of guests each week. During Senior Lunch Service, the kitchen’s senior neighbors are invited to come to the Community Kitchen to sit down and enjoy a hot meal. Volunteers lend a helping hand with meal preparation, welcoming guests, and serving lunch in an elevated dining experience. Additionally, they assist in the clean-up of the dining room, bussing tables, and preparing for the next round of customers. Our team members had a wonderful experience participating at the Senior Lunch Service and were delighted to meet friendly and appreciative members of the community during their visit. The staff were extremely professional in guiding our employees throughout this experience. We cannot wait to come back! To learn more about the Food Bank For New York City and ways you can get involved, visit their website: https://hubs.la/Q02LJ1My0 CAR20240814NYCFB
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In the latest edition of Gerry’s Journal, we explore what’s driving elevated market volatility and whether recession fears are justified. Although certain data points have been weaker than expected, broad fundamental data continues to point to a healthy and growing U.S. economy. Read the full journal: https://hubs.la/Q02KHX490 #economy #marketvolatility #interestrates #corporateearnings CAR20240808GYLGJA
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At GYL Financial Synergies, our #familyoffice is dedicated to safeguarding and growing your family's wealth while preserving your legacy. In a recent discussion with Crain Currency, our CEO and Co-Founder Gerald Goldberg shared valuable insights on a key challenge for family offices: aligning wealth with values. “It really starts with making sure everyone has the same tools in their toolbox — at a minimum, financial literacy and basic budgeting skills,” he explained. Read the full interview here: https://lnkd.in/eamZXNEA. #FinancialLiteracy #WealthManagement #FinancialPlanning CAR20270729GGLFO
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National Intern Day is a special time to celebrate our six GYL summer interns who have been devoted to participating in educational workshops led by subject matter experts within the firm, supporting their office teams with supervisor assigned tasks and projects, and conducting research projects throughout the past few weeks. The research project is focused on developing fresh ideas that can contribute to process improvement amongst a particular area of our firm’s operations. We are looking forward to observing their final presentations! 😊 GYL is incredibly lucky to have such talented and ambitious interns this year. We truly enjoy having you with us and we want to recognize all of the hard work, learning, and growth you've achieved so far! Our entire team is excited to see what the future holds for each of you in the finance world! Keep reaching for the stars! 🌟 CAR20240725GYLNID
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GYL Financial Synergies is pleased to announce a new team member has officially joined our Wayne, PA office! Welcome to the firm, Brian Howles! As a Senior Wealth Advisor and Portfolio Manager, Brian brings more than a decade of industry experience to his new role at GYL. Read the full hiring announcement here: https://hubs.la/Q02HGhn_0 CAR20240723GYLBH
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We’re celebrating our team members with work anniversaries this month! Congratulations to Jonathan Yolles, Michael Lepore, Gray S., Steve Ulbrich, Jeffrey M. Mastrianna MBA, CFP®, Tara Regan, SHRM-CP, and Nicolas Santos! Your hard work and commitment to GYL Financial Synergies have been instrumental in driving our success and creating a dynamic and positive workplace. Here’s to many more years of growth, collaboration, and achievement together! #WorkAnniversary #TeamCelebration #EmployeeAppreciation #CompanyMilestones CAR20240716GYLEAC
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We're thrilled to announce that GYL Financial Synergies is ranked 85 in Financial Advisor Magazine’s 2024 RIA Survey & Ranking list, moving up 16 spots from last year. This achievement underscores our unwavering commitment to serving and enhancing the lives of our valued clients, dedicated colleagues and vibrant community. Thank you for your continued trust and support – it's what drives us every day! Learn more about the ranking and see the full list here: https://hubs.la/Q02GDGYq0. #FinancialAdvisors #RIA CAR20240715GYLTRIA
2024 RIA Survey & Ranking: RIAs Confront Their Own Success
fa-mag.com
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In our latest Thought Leadership piece, GYL Financial Synergies Wealth Advisor and Capital Markets Specialist Scott Bogan examines how the 2024 election could impact capital markets. Read the full article here: https://hubs.la/Q02Gx-Sd0 CAR20240712GYLSB
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