10 Tokens, 10 Locations, the Hunt is On. || Introducing the "Iron Tree Financial Charity Token Hunt". - Click the link to discover more about this unprecedented initiative. || irontreefinancial.com/charit…

Meet Ryan, our team’s trusted Practice Operations Coordinator! - For more information on Ryan, as well as all other info regarding our entire team here at Iron Tree Financial, you can visit our “ABOUT” tab over at irontreefinancial.com!

All smiles from our latest Client Happy Hour!📸 - For more information on all future Iron Tree Financial events, including all upcoming “Client Happy Hours” and other various client socials, visit our “Events” tab on irontreefinancial.com!

Meet Victoria, one of our team’s trusted Financial Advisors! - For more information on Vickie, as well as all other info regarding our entire team here at Iron Tree Financial, you can visit our “ABOUT” tab over at irontreefinancial.com!

Last week we hosted our 2nd Annual Client Fun Day & Car Show at Cook Park in Colonie, NY…and a great time was had!

Our team is growing once again, and we wanted you to be the first to see! - Meet Matt, our newest Financial Advisor! - You can learn more about Matt and the rest of our team by visiting the “About Us” page on our website. || Link in bio.

OUR TEAM IS GROWING… - We are beyond thrilled to introduce the latest member of our team, newly appointed “Financial Advisor” Matthew Mead! Matthew brings decades of experience across some of the biggest names in finance and insurance to Iron Tree Financial, and we couldn’t be more thrilled to welcome him into our group. Wish him well!

ALOHA, YOU'RE INVITED!🌺 - On July 31st, at PM at Cook Park in Colonie, NY, you and your family are invited to join us for our Luau-themed Client Fun Day & Car Show! - We're celebrating our shared success and some beautiful summer weather together, with BBQ, music, games, and more! - If you have a car that you would like to register into our Car Show, you can do so by emailing our Business & Client Liaison Steve Polomaine at steve.polomaine@ceterais.com. We'll see you there!

It’s that time of year again… - Our 2nd annual Client Fun Day & Car Show is QUICKLY approaching! We’re so excited to have you and your family out for our biggest client appreciation event of the year. On July 31st, we’re back at Cook Park for a luau-themed BBQ, with food, games, and music as we celebrate in our shared success! You don’t want to miss it. || More info to come throughout this week, and in the meantime, check out our website linked in our bio to RSVP!

MONEY TALKS | Charitable Giving Conference Edition - Adam Jones is back once again for the latest installment of “Money Talks”! In this episode, Adam takes us behind the scenes at our first annual Charitable Giving Conference, held this past month in Latham, NY, where Iron Tree Financial had an opportunity to connect with the hard-working volunteers and business owners across the Capital Region and educate them on how to best service their communities! - #moneytalks #money #manonthestreet #conference #charity

📸 from Grafton Lakes State Park. - The second ever “Iron Tree Wild” event is officially under way! We’ve got a morning and afternoon of hiking and kayaking planned, let’s get after it!

This past Thursday we hosted our first annual “Charitable Giving Conference” in Latham, NY, in partnership with the Hudson-Mohawk Chapter of the Association of Fundraising Professionals! - We heard from a handful of amazing speakers, and sat down with some local leaders, volunteers, and business owners to discuss a variety of strategies centered around planning for personal futures, and leaving marks in our communities. - For more information on future Iron Tree Financial events, visit our “Events” tab on our website! | Link in bio.

Today’s the day! Our very first annual Charitable Giving Conference is officially under way here in Latham, NY. - Today we’re partnering with the Hudson-Mohawk Chapter of the Association of Fundraising Professionals to host a symposium dedicated to giving strategies and building a legacy that matters. - Stay tuned for more updates!

This past Thursday, we held our May “Client Happy Hour” at our Latham office, and what a great time it was with you! - We were thrilled to have shared in a beautiful afternoon with delicious food, and lots of sunshine and meaningful conversation. More than anything, we just thankful the snow finally melted so that we could welcome you onto our re-designed patio area! As always, here’s to the next one! - For more info on all future events, visit the “Events” tab on irontreefinancial.com!

This past weekend, we hosted our first “Iron Tree WILD” event at North-South Lake, and you showed out! We spent the morning hiking the trails, enjoying beautiful weather and views, and learning more about animal conservation, courtesy of our friends over at the Friends of the Feathered and Furry Wildlife Center! In fact, thanks to your generosity, we were able to raise and donate $1,000 to their cause! Next up, Grafton Lakes State Park! If you haven’t RSVP’d yet, you can do so via the “Wild” tab over on our website! We’ll see you there!

How do you do, fellow kids?! - Our own partner and financial advisor Matt Tarullo had the privilege and joy of being invited out to Orenda Elementary School this week to read with a class, and to chat with the children all about his time in the NFL! - What a fun opportunity, and just before summer vacation too!

There’s just something about spending the day at Grafton, yanno? - ICYMI: Our next “Iron Tree WILD” event, at Grafton Lakes State Park, is slated for next Saturday, May 30th! If you haven’t had a chance to RSVP yet, we invite you to visit our website and follow the link to sign up. We can’t wait to see you there! | Link in bio.