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  • Welcome to Almar.
    We develop a customized financial program to help our clients feel confident in their financial decisions.

Our Step-by-step Process


We create an individualized step-by-step process for each client. Once we’ve identified your goals, we walk you through a plan of appropriate strategies to suit your vision and objectives.





Our Team


Our team, based on Long Island, NY is made up of a dynamic and experienced team of registered financial advisors who are well suited to assist you in creating a comprehensive financial plan.

Meet the team below:

Alan Haenel
Senior Investment Advisor

Alan Haenel is a senior investment advisor with over 40 years of experience for Vanderbilt Financial Group. Alan works for VFG with his branch office located in Deer Park NY. Alan is licensed to sell Life & Health Insurance. Alan’s main goal is to help clients meet their retirement needs, by analyzing each clients investment objectives and risk parameters and developing strategies to navigate through both bull and bear markets.

Bertrand Sejour, EA
Senior Investment Advisor
Enrolled Agent

Bert is both a registered representative and registered investment advisor. In addition Bert is a licensed life & health insurance agent and is an IRS enrolled agent. Bert specializes in all types of tax preparation and tax representation as well as providing comprehensive investment analysis in order to develop a portfolio that is designed to meet clients objectives and goals.

Products and Services


We execute a sound financial program by utilizing the following products and services:

Retirement

  • 401k
  • Simple IRA
  • Roth IRA
  • Traditional IRA

Advisory Services

  • AssetMark
  • Money Management

Insurance

  • Life Insurance
  • Health Insurance
  • Disability Insurance
  • Fixed Annuities
  • Defined Benefit Plan

Investments

  • Equities
  • Fixed Income
  • Options
  • Mutual Funds
  • Variable Annuities
  • Sector Strategies
  • Alternative Investments







Impact Investing


We believe Impact Investing is not a fad – it’s the future. The imminent wealth transfer from baby boomers to millennials will change our entire economy making it of the utmost importance to prepare your business for this new demographic. Millennials are passionate about leaving the world better off than when they found it and choose impactful products over products that create no positive benefit.

What is Impact Investing?

  • Impact Investing refers to investments made with the conscious intent to generate a measurable positive impact alongside a traditional financial return.

How do you know an Investment is Impactful?

  • Measuring the Impact of an investment was once tricky, biased, or speculative. But recently, many large companies have created rating systems that evaluate a company or investment opportunity against a number of qualifications that measure impact on society, environment, and governance.

How are ESG, SRI and Impact Investments Different?

  • ESG or Environmental, Social, and Good Governance Investments and SRI or Socially Responsible Investments, are in many ways similar to Impact Investments. The main difference is that ESG and SRI are focused on doing no harm to society or the environment while Impact Investments are focused on generating a positive benefit on society or the environment that would not have otherwise been possible without the investment.
  • Impact investing covers a wider scope of investments than Socially Responsible Investing, and may be made in either emerging or developed markets.

Want your investments to make an Impact?

  • Contact us to learn more on how we can help you make your investments have impact.




The Vanderbilt Connection


As independent Financial Advisors, we are affiliated with the Independent Broker Dealer & RIA, Vanderbilt Financial Group, headquartered in Woodbury, NY. Vanderbilt was established in 1965 and is known as the Sustainable Broker Dealer due to their dedication to supporting sustainable and strong financial plans as well as their dedication to the environment as Long Island’s first LEED Platinum office building.

We are supported by staff who are committed to providing superior service. This very progressive, innovative and values driven firm fosters a strong entrepreneurial spirit and a partnership that allows us to better serve our clients. Learn more about Vanderbilt Financial Group here. www.VanderbiltFinancialGroup.com

Get In Touch With Us


We’d love to hear from you! Give us a call to schedule a meeting.
Phone: 631-242-6100
Location: 2070 Deer Park Avenue, Deer Park, NY 11729
Email: Bsejour@vanderbiltsecurities.com