Iron Tree Financial

Having a blast with clients and friends of Iron Tree Financial at the NE Regional Food Bank!
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Stay tuned for a recap on our website at www.irontreefinancial.com!

📸 from Grafton Lakes State Park.
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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!
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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.
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For more information on future Iron Tree Financial events, visit our “Events” tab on our website! | Link in bio.

This past Thursday, we held our May “Client Happy Hour” at our Latham office, and what a great time it was with you!
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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!
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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?!
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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!
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What a fun opportunity, and just before summer vacation too!

There’s just something about spending the day at Grafton, yanno?
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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.