2019 THE RECAP!

January

Vice President, Andrew Schwartz was quoted in the NY Post in an article about how Millions of Americans 'regret' at least one holiday purchase CLICK HERE TO READ

President & CEO, Gary Schwartz was quoted in Newsday in an article about bouncing back after a financial setback. CLICK HERE TO READ (SUBSCRIPTION REQUIRED)

FEBRUARY

We hired our new intern, Dylan Schwartz age 0.  

MARCH

We let our intern go. He refused to answer the phones and took too many nap breaks. 

APRIL

Gary was quoted in the NY Post on April 14th in an article pertaining to how wealthy NY residents are getting hit with record high tax bills CLICK HERE TO READ

MAY

Vice President, Andrew Schwartz was quoted on SavingForCollege.com providing tips on how to help clients solve three common issues with college planning. CLICK HERE TO READ

JUNE

President & CEO, Gary Schwartz participating in a work-site seminar with the NY Court System (Madison Planning conducted 38 Seminars this year)

JULY

Some of the staff participated in the Stephanie Crispinelli Foundation Softball Tournament. (The scores will never be disclosed. Let's just say we will stick to Financial Planning...) 

But we helped raised awareness for a great cause. A foundation that helps build schools for poverty stricken Jamaican and Haitian students. 

AUGUST

We hosted our Annual Office Family BBQ! Swimming & Sunshine! (This picture keeps getting bigger!)

SEPTEMBER

We successfully ran our 2nd Annual Golf Outing. A tremendous day of golf and fun! To see the recap pictures CLICK HERE

OCTOBER

Chief Operating Officer; Ben Schwartz took part in the Columbia University Cancer Center's Bicycle Ride to End Cancer. As a cancer survivor, Ben helped raise over $6,000 for a cause he holds very close to his heart. To help donate or learn more CLICK HERE 

Vice President; Andrew Schwartz, participated in the NYC Marathon, helping raise $8,720 to help provide scholarships for people with substance use disorder who can't afford quality treatment. He is also participating in the April 2020 London Marathon. Good Luck Andrew! To Donate or Learn More PLEASE CLICK HERE

NOVEMBER

Saber Aggoub who had been the Planning Specialist since 2016; became a Financial Advisor WITH our firm. Good Luck to Saber on his new position!

Also in November, we hired Wesley Wilson. He is taking over Saber's position as Planning Department Specialist. Welcome Wes!

Of course, we winded down the year by having our Annual Holiday Lunch. They aren't just co-workers, they are family!