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Membership Directory - Financial Planning Consultants

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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
Summer Camps and Programs Scholarship The Commission on Economic Opportunity (CEO) is offering scholarships to help families pay for summer camps and programs for children in Rensselaer County. Eligible children are ages 4 to 16, with additional opportunities available for youth ages 12 to 16 living in ZIP codes 12180 and 12182. Applications are…
WHAT: Together with the United Way of the Greater Capital Region and CDPHP, community leaders and local nonprofit organizations will come together to officially kick off 518 Day – a celebration of the spirit, generosity, and resilience that define the Capital Region.   More than a day of recognition, 518 Day is a call to action: An opportunity for…
ALBANY, N.Y. (May 17, 2026) — Nearly 200 Maria College graduates were recognized today at the 64th Annual Commencement and Nursing Pinning Ceremony at Saratoga Performing Arts Center, marking the completion of programs preparing students for careers in healthcare, service, and community leadership. The Class of 2026 earned master’s degrees in…