Graypoint LLC

Managing Your Finances in Retirement Graypoint's Lissa McNaughton presented an insightful session on "Managing Your Finances in Retirement" as part of the Albany Guardian Society's Fall Schedule. Over 50 participants joined in-person and online to learn valuable strategies for navigating financial decisions in retirement. Albany Guardian Society (AGS) is dedicated to enhancing the lives of older adults in the Capital Region, supporting not only the individuals but their families and caregivers as well through education, research, and collaboration. Graypoint proudly shares this commitment to empowering our community. Thank you to AGS for providing such essential resources, and to all who participated in this engaging event!

Graypoint is proud to have sponsored and attended the 25th Anniversary St. Peter's Health Partners Holiday Kickoff Gala! This special event brings together community members to raise vital funds in support of St. Peter's Health Partners and Samaritan Hospital. It's an honor to be part of such a meaningful cause that helps provide world-class care to those in need. A huge thank you to everyone who attended and contributed to making this celebration a success. Here's to continuing the legacy of care, compassion, and community! #CommunitySupport #Nonprofit #Wherewealthmeetspurpose #StPetersHealthPartners

At Graypoint, we are grateful for the opportunity to support our community through the Capital District YMCA Basket Brigade. This Thanksgiving, we’ve come together to collect food to help those in need across the Capital Region. With approximately 1,500 families requiring assistance this year, every contribution counts. It's inspiring to see how collective efforts can make a big impact, and we’re proud to be part of such a meaningful initiative. Wishing everyone a warm and wonderful Thanksgiving, and a big thank you to all who are helping to spread kindness this season. #Community #CDYMCA #BasketBrigade #Wherewealthmeetspurpose

Graypoint was proud to sponsor the Daughters of Sarah Community for Seniors Game Changer event, helping raise vital funds to support the continued excellence of its nursing home facilities. This event plays a crucial role in ensuring that residents receive the highest quality care and services. #wherewealthmeetspurpse #community #nonprofit

Congratulations to Marissa Vollmer, CFP? on celebrating FIVE incredible years at Graypoint LLC! We are so lucky to have you as part of our team and are excited to continue watching your growth and success here. Here’s to many more years of achievements and collaboration ahead! #wherewealthmeetspurpose #culture

It's not too late to register for next week's 19th Annual INTERGEN Conference! To Register: https://lnkd.in/gTnTzbXP

What an incredible day at Siena College for the annual Alzheimer's Association? Walk to End Alzheimer’s! Graypoint was a very proud Gold Sponsor of the event, led by our own Joseph Vet, Jr, the 2024 Albany Walk Co-chair, and our Jr. Board members Kylie Miller, CPA, CFP??and Jacqueline Bodmer Huerter. We had a fantastic turnout with 50 team members that included associates, family, friends, and even some furry companions. ? We are thrilled to share that the event raised over $300,000, with the Graypoint team contributing over $12,000—making us the second-highest fundraising team! ? Every dollar raised helps advance care, support, and research for Alzheimer’s. From face-to-face support to online education programs and groundbreaking research initiatives, our efforts are making a real difference in the lives of those affected by this disease. ? Thank you to everyone who participated and supported us. Together, we are making strides towards a world without Alzheimer’s. #wherewealthmeetspurpose #ENDALZ #walk2endalz #togetherwecan #endalzheimers

?? The Great Cookie Election?? In the spirit of the presidential election, we hosted a *chocolate chip cookie contest*—because if cookies could run for office, we’d definitely vote for the one that leaves us with the most satisfying bite! Congratulations to Lissa McNaughton for taking the win! #wherewealthmeetspurpose #culture

???? Celebrating Halloween with the Graypoint LLC Family! ???? We had an amazing time celebrating Halloween with our Graypoint family! From creative costumes to spooky treats, the afternoon was filled with laughter and great memories. A big thank you to everyone who joined in the fun! It’s moments like these that strengthen our team spirit and foster connections. #wherewealthmeetspurpose #culture

Graypoint LLC was a proud sponsor of the Twin Rivers Council BSA Distinguished Citizen Award Dinner at the Troy Hilton Garden Inn, with our very own Alicia Lasch serving as the night’s MC. The event was a tremendous success, raising over $100,000! This vital support ensures the continuation of scout programming for youth across the Capital Region, making a lasting impact on our community. #wherewealthmeetspurpose #community