We kicked off Mental Health Month the right way 💚
These first two weeks were all about connection, wellness, and taking time to recharge. From Wellness Wednesday snacks and relaxing chair massages to Thirsty Thursday infused water, Cinco de Mayo celebrations, raffle giveaways, and special guest speakers— thank you to everyone who participated and helped make the weeks so uplifting and memorable!
A special thank you to Selora Med Spa for providing massages and B12 shots, and to Family Justice Center for taking the time to present to our firm and educate us on domestic violence awareness and prevention.
We’re proud to continue creating space for conversations around mental health, self-care, and supporting one another all month long ✨
Today, we celebrate every kind of mother and every kind of love. However you show up with care, strength, and compassion, you matter and you’re appreciated. Happy Mother’s Day ❤️💐
We’re excited to be part of the @rochesterlilacfestival this year! Come visit us at the Vision Financial Group & @establishnys VIP Sky Deck💜🪻
🕐May 8–17
📍 Highland Park in Rochester, NY
Stop by our tent for a chance to win a guitar! You’ll get 3 chances to sink a putt. Make it in, and you’ll be entered to win! ⛳🎸
We kicked off Small Business Week by sponsoring the Buffalo Niagara Partnership Small Business Bootcamp.
Our Retirement Plan Specialist, Bryan Bonisteel, led an informative session on 2026 retirement plans—sharing insights to help business owners better prepare for the future and support their teams.
Thank you to everyone who attended and made the event a success!
Our annual Cinco DiLeo was a hit! 🎉
Thank you to @brighthousefinancial and @nicoleman1308 for partnering with us to help create such a fun and memorable gathering. We love taking the time to celebrate together, build connections, and enjoy moments like these as a team.
Mental health isn’t a luxury, it’s essential.
Our CEO, Joe DiLeo, shares a powerful reminder that caring for your mind is just as important as caring for your body. Every conversation, every moment of awareness, and every step toward support truly matters.
You are not alone. You are not invisible. Your mental health matters, today and every day.
Big congratulations to Dan Rudd, our Managing Director, on receiving a 2025 Field Leadership Trophy from MassMutual. Your leadership, dedication, and commitment to excellence continue to inspire us all. Well deserved, Dan! #leadership #achievement #MassMutual
Mental Health Awareness Month reminds us that mental health matters every day. Our firm takes it seriously by supporting employee well-being, encouraging open conversations, and creating a culture where people come first. Because strong teams start with healthy minds. #mentalhealthmatters
Happy National Superhero Day! Our team was honored to visit Golisano Children's Hospital of Buffalo, delivering superhero bags and teddy bears to some truly brave kids. Their strength inspires us, and we’re grateful to share a few smiles with the real heroes. 🦸♂️🧸 #NationalSuperheroDay #CommunityStrong #buffalony #RealHeroes
Last week, we celebrated our amazing Administrative Professionals whose hard work, organization, and dedication keep everything running seamlessly. Thank you for everything you do, we appreciate all that you bring to our team each and every day!
To wrap up Financial Literacy Month, take charge of your money! Small habits today build a stronger financial future tomorrow.
Click the link in our bio to learn how we can help.
This Financial Literacy Month, take control of your money!
Remember to set clear financial goals for yourself to help track your spending, saving, and investing. Use checklists, budgets, and milestones to stay organized and motivated. Small steps today lead to big financial wins tomorrow!
Click the link in our bio to learn how we can help.
