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Giving Back Is A Part Of Us

Giving back is one of the cornerstones of our work. We enjoy incorporating our give backs into our event calendar to give our clients the opportunity to join us.  Here are some of the pictures of our most recent give backs.

The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Investment Services LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

Volunteering Behind The Scenes

Volunteering Behind The Scenes

In December 2022, 2023, & 2024 we volunteered together at our local Toys for Tots warehouse where we helped  with the sorting and organizing of the donated toys. The toys are sorted/labeled by age into these black bags for the charities to pick up and deliver them directly to the families that are in need.

  It was really eye opening to see how the Marine Corp's Toys for Tots organization coordinates such a large task in such a short period of time!

Client Centered

December 2024 we volunteered to help our local Toys for Tots organization load the local Amtrak train for their annual toy, jacket, and blanket distribution event, which they deliver via train to local towns around upstate New York.  Such a great organization and another great day volunteering together!


We've been fortunate to be able to make volunteering at the Regional Food Bank of Northeastern New York another annual team event.  This is always another enlightening experience to see what goes into sorting and distributing the food and supplies that come through the giant warehouse! Every time we volunteer, we learn something new and are proud to help our community. 

In September 2024, we volunteered for our local food bank and helped harvest vegetables at a local farm that's primary goal is to help grow food for distribution within the food bank!  If you'd like to join us in the future, just let us know this is something you'd be interested in doing! 

We love our local Ronald McDonald House Charity! 

We love our local Ronald McDonald House Charity! 

We have built a great relationship with our local RMHC organization and love volunteering as a team there. We are sponsoring a room at the new Ronald McDonald House Krantz cottage in Lake George for the next 5 years. 

Recently we were honored to be able to be a sponsor as well as attend the RMHC 40 years of Love Gala celebrating our local Ronald McDonald House turning 40 years old!

If you'd like to join us on our next volunteer event, please let us know!

Client Centered

Since early 2020, we have consistently donated a meal each month to our local Ronald McDonald House of the Capital Region. Before that, starting around 2018, our team would visit the house and cook meals together at least once a quarter. We hope to resume that tradition in the future. Regardless, we are proud to do our part in helping families of hospitalized children enjoy a warm meal when they return home.