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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
SARATOGA SPRINGS, N.Y. (March 16, 2023) — Saratoga National Bank and Trust Company is pleased to announce the promotion of Danielle A. Pelletier to Branch Manager of the Troy Office. Ms. Pelletier joined the bank in 2015 as a Teller and was promoted to Assistant Branch Manager in 2022.  In her role as Branch Manager, Ms. Pelletier is responsible…
Ryan’s Wake Resurrects Outdoor Concert Series May 17 – June 21 “Wake Up Wednesdays” Free Music, Wednesdays at 5 PM TROY (03/16/23) – A popular public house in Troy is bringing back live outdoor concerts to its location beside the Green Island Bridge. Ryan’s Wake has announced a free, six-week outdoor evening concert series kicking off May 17. “…
he Commission on Economic Opportunity’s (CEO) Board of Directors Chairperson, Dr. Pat O’Connor, officially announced Tuesday that President/Chief Executive Officer, Katherine Maciol, will be retiring at the end of March 2023, and Vice President, Sue Rosa, will be stepping into the role. Katherine is retiring from CEO after ten years of service to…