Harvey Koenig and Jon Selzer partnered at Koenig & Selzer Asset Management Group for over 25 years. In 2015, Koenig & Selzer Asset Management Group merged with Marathon Financial Advisors. For many, many years, Harvey Koenig has been a reliable source of financial planning for hundreds of clients in the Syracuse area. As it often goes with long-standing leadership, we have reached a bittersweet new chapter as our own Harvey is retiring. Harvey Koenig has been working alongside partners Mary Ann Pierce and Jon Selzer to help clients build plans
Almost 50 people joined the Marathon Financial Advisors Team for the State of the Economy Seminar on Tuesday, November 5th with Dr. Quincy Krosby at Drumlins Country Club. Dr. Krosby, whose impressive resume includes positions as a U.S. Diplomat, Assistant Secretary of Commerce and a representative of the United States to the International Monetary Fund, spoke eloquently about tariffs, negotiations with China, the effect of politics on the market, other global economies and the Santa Claus Rally.Here are some highlights
We at Marathon Financial Advisors think that community involvement and education is of the utmost of importance. It’s for this reason that we seek out experts in areas of financial consulting and wealth management for free educational seminars available to the public. Our upcoming speaker, Dr. Quincy Krosby, is an international voice in the world of economics and market strategy, and she’ll be sharing about the current state of the economy. The following is an excerpt of an article written
$191,000+ Over 21 years – Simply Awesome! The weather was picture perfect, sunny blue sky and 65 degrees. The warmth of the sun added to the warmth of the energy from so many participants. With our Team, Marathon for the Cure, of 26 people there was no question that it was a day filled with emotions and success. With a list of names on the backs of our Team Members, walking in honor or in memory of a loved one, we found the inspiration
Breast cancer is one of the leading killers in our country, and we at Marathon Financial Advisors take seriously the responsibility to further the work to find a cure. As so many are impacted by this disease, it is in their honor and in, for some, their memory that we serve as agents for change as it relates to this disease. It is our responsibility to continue the resolve to help end breast cancer, once and for all. We must
Medicare can often be a daunting and confusing subject for most. When eligibility is reached, many find themselves with questions and unsure of how to take advantage of this program. Join Marathon Financial for a free Medicare seminar led by Jon Neal Selzer, LUTCF at the Dewitt Community Center on October 24th at 7pm. In addition to education on the basics of Medicare, the presentation will cover enrollment periods, how to sign up, benefits of Medicare plans, Medicare supplements, prescriptions,
Marathon Financial Advisors cordially invites our clients to a special presentation demonstrating how to write your personal history and leave a local legacy. This free, 2 hour seminar, presented in collaboration with the Central New York Community Foundation, will take place on Tuesday, September 24 at 10 am at the Community Foundation office, 204 Walton Street, Syracuse. Led by Tom Griffith and Jennifer Owens of the Community Foundation, “Leaving A Legacy That Matters” focuses on the benefits of personal history writing.
$175,000+ Over 20 years – Simply Awesome! The weather was 43°, pounding rain, wind, sleet, dark skies and cold. In spite of the weather the energy never failed to inspire our Team to set out on the 1 mile and 5K runs. We raised nearly $11,000, reaching the Top Corporate Team fundraiser mark. The Team helped to set a new tone in the battle against breast cancer. With nearly 150 individual donors the members of the Team worked hard to have an impact
Marathon Financial Advisors 2018 Events Tackling Topics to Gain Financial Understanding Like many of you, Marathon Financial Advisors is taking a look back to reflect on some of the ways we served our clients in 2017. One of the more successful endeavors last year was offering the educational seminar “2Young2Retire” with Leslie Rose McDonald, an event designed to shed light on a subject of interest to our clients and others as they make financial plans for their future.
Marathon Financial Advisors is pleased to welcome Kathy Sands -Kaffenberger, CLTC, CHFC®, to the team in the role of financial consultant. Sands-Kaffenberger joins Marathon with over 30 years of experience in financial planning, working with business owners, individuals and their families to prepare them for their current and future needs of life. “I believe that relationships, especially in the area of finance, are built on trust over long periods of time ,” said Sands-Kaffenberger, a long time volunteer with the Boy