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Membership Directory - Financial Planning Consultants

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6 Wembly Court Albany, NY 12205
(518) 464-4080
1819 Fifth Avenue Troy, NY 12180
(518) 720-3333

We act as our clients' personal CFO and ensure that their overall financial goals are met responsibly, through comprehensive financial planning and active portfolio management. Our clients rely on us to coordinate and simplify their complex financial situations.

4 Executive Park Drive Albany, NY 12203
(518) 823-1277

Our mission is to provide long-term investment growth for our investors with attention to personalized service, timeliness of information, and a commitment to quality fostered by a family of associates dedicated to excellence. We are guided by the highest standards of ethics, morality and integrity.

797 Route 9W Glenmont, NY 12077
(518) 767-2574

Godfrey Financial is a woman-owned fiduciary company. We specialize in helping our clients with retirement planning, investment management and other financial planning needs.

159 Wolf Rd. , Suite 101 Albany, NY 12205
(518) 477-6686
3 Lear Jet Lane Latham, NY 12210
(518) 608-1110
Furthering its mission of ‘Helping Kids be Kids,’ Pioneer’s Charitable Foundation has now invested more than $1.2M in nearly 400 local agencies that enhance the health and welfare of children Albany, NY – Pioneer, a leading financial institution in New York’s Capital Region, today marked the national celebration of Giving Tuesday by making $2,500…
With Cyber Monday and the holiday shopping season around the corner, it’s even more important to look for red flags and stay cyber safe when shopping online. The planned spend on gifts and other holiday items is expected to be $832 per person this year, according to National Retail Federation. Berkshire Bank Chief Information Officer Ryan Melle…
CEO Nitin Mhatre stated, “We’re proud to celebrate the anniversary of our NYSE listing and our long history of purpose-driven, values guided community banking. We believe that where you bank matters, and we’re building a better approach to banking while delivering steadily improving results to our communities and our shareholders. In 2022, our…