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
MENANDS — The Mohawk Hudson Humane Society (MHHS), Fiddlehead Brewing Company, and Lionheart on the Green invite the community to celebrate summer with an afternoon of craft beer, canine companions, and community spirit at Dog Days of Summer on Saturday, August 8, from 12 to 5 p.m. All well-behaved, people- and dog-friendly dogs on leash are…
ALBANY, N.Y. – August 4, 2026 – CDPHP® is pleased to announce that Dr. Brian Sheridan will be the plan’s next chief medical officer, assuming the post in September. Dr. Sheridan joined the CDPHP board of directors in 2020 and previously served as a medical director and consultant for the company. He succeeds Dr. Bruce Coplin, who announced his…
Albany, N.Y. – July 30, 2026 – Pioneer Bancorp, Inc. (“Pioneer”) (NASDAQ: PBFS), a leading financial institution in New York’s Capital Region, today reported the results for the three and six months ended June 30, 2026. Net income for the three months ended June 30, 2026 was $3.5 million, or $0.14 per basic and diluted share, as compared to $6.5…