Skip to main content
Enter search terms below…

Membership Directory - Financial Planning Consultants

Please click on the member name to view their full profile.

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.

159 Wolf Rd. , Suite 101 Albany, NY 12205
(518) 477-6686
3 Lear Jet Lane Latham, NY 12210
(518) 608-1110
    For Release: Immediate – Saturday, September 13, 2025   Pioneer’s Grand Carnival Welcomes More Than 800 Attendees, Raises Record $70,000 to Support Local Children and Families in Need   The Pioneer Charitable Foundation’s signature event has raised more than $245,000 over six years, directly benefitting upwards of 175 Capital Region nonprofits…
MEDIA CONTACT: Eugene White Northern Rivers Family of Services 518.701.4927 (cell) [email protected]     FOR IMMEDIATE RELEASE September 9, 2025   Northern Rivers Adds New Board Members   ALBANY, NY — Northern Rivers Family of Services announced that Jamie Dughi Hogencamp, Michael Lipschultz, Michael Paulsen, and Susan Zongrone have…
FOR IMMEDIATE RELEASE            September 9, 2025 Palace Theatre Contact:  Sean Allen, Director of Marketing   518-465-3335 ext. 111   [email protected]   Palace Theatre 19 Clinton Ave. Albany, NY 12207 www.palacealbany.org   Palace Theatre Announcement   moe. w/s/g Eastbound Jesus Sat, December 27 at 7:30pm   Thirty-five years ago, a posse…