Mark Cfs

Mark Modzeleski, CFS, serves as the President and Owner of Legacy Wealth Advisors of NY, where he leverages his extensive expertise in financial advisory services to guide clients toward achieving their long-term financial objectives. At Legacy Wealth Advisors of NY, a full-service financial firm based in Syracuse, Mark plays a pivotal role in shaping the firm’s strategic direction, emphasizing personalized wealth management, comprehensive retirement planning, and risk mitigation strategies. His leadership is rooted in a commitment to integrity, transparency, and building enduring client relationships that adapt to evolving financial landscapes.

In his current role, Mark spearheads key initiatives such as developing tailored financial plans that incorporate investment management, securities, mutual funds, and insurance solutions. His expertise in navigating complex financial markets enables him to craft innovative strategies for business transition planning, estate preservation, and risk management. Additionally, Mark’s proficiency in public speaking and marketing allows him to effectively communicate complex financial concepts to clients and stakeholders, fostering trust and confidence.

Beyond his technical skills, Mark’s leadership at Legacy Wealth Advisors of NY reflects a dedication to mentoring his team and cultivating a client-centric culture. His approach integrates comprehensive financial services with a deep understanding of market trends, regulatory environments, and client needs. Through his guidance, the firm continues to build a reputation for integrity and excellence in wealth management, helping clients secure their financial futures with confidence and clarity.