GYL Financial Synergies

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 

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

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

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

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

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

This week, Christopher Rafferty, CFP® and Amy Jagodowski from our West Hartford office volunteered with the Chrysalis Center, Inc. to help garden at their Hartford campus! The gardens help clients of the center learn how to harvest and grow their own foods, as well as make them available for their Freshplace Food Pantry, the Homestead Farmer’s Market and La Cocina Catering efforts that support and serve the community. Our team members helped these gardens thrive with a little TLC. Thank you for your contributions and for helping to support the fantastic work of the Chrysalis Center! Learn more about ways you can get involved at: https://hubs.la/Q02GrQrM0 CAR20240712GYLCCWH

"Insurance is an important element of a good financial plan,” says our Director of Aging Life Care Planning & Services, Joan Garbow, LCSW, CCM, who recently sat down with Financial Planning to discuss the importance of #aginglifecare planning. Joan’s insights highlight how GYL Financial Synergies is enhancing its services for older clients and their families. From navigating #Medicare plans to multigenerational planning, Joan’s background is now a vital resource for our clients and advisors. Discover how we’re expanding our family office offerings to better meet the needs of our clients as they navigate the complexities of #healthcare and aging. Read more: https://hubs.la/Q02G656Z0 #WealthManagement #FinancialPlanning #LongTermCare #FamilyOffice CAR20240710FPGYL

We believe that one of the keys to a fulfilling life is the ability to age with the resources and flexibility to live life on your terms. Sometimes that means we need to lean on those we trust to ensure we’re looking at circumstances through a clear lens … - Are you noticing changes with your spouse or elderly parent? - Having difficulty navigating long-term care options or not knowing where to begin? - Thinking about your or a family member’s retirement and what should weigh into your preparation? The truth of the matter is – aging is just a part of life and it’s not always as scary as it seems. If we start talking about getting older and planning for the future, the better off we will be in the long-term. In our recent webinar, Empowering Aging: Candid Conversation with Joan Garbow, MSW, LCSW, CCM, we sit down to discuss why getting older is not something to fear, but rather, a part of life we should embrace with confidence. Find out how GYL Financial Synergies is prepared to help you age with resilience by navigating the complexities of aging, having real conversations, and becoming a proactive planner. Watch it on demand: https://hubs.la/Q02Fr9h-0 CAR20240701GYLODAWR

Happy Independence Day! We want to wish our clients, team members, and community a wonderful Independence Day holiday weekend! Together, we honor the red, white, and blue that symbolize the bravery, purity, and justice of our country. We are proud to celebrate our history, strength, spirit, and patriotism - all of which make America an extraordinary place. We hope you enjoy all the fireworks and festivities with your loved ones! Happy 4th of July! #IndependenceDay #FourthofJuly #CelebrateFreedom #RedWhiteandBlue CAR20240701GYLFJ