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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
Coxsackie, NY – [November 2025] – The National Bank of Coxsackie (NBC) is proud to announce its recent $5,000 donation to the Columbia-Greene Humane Society (CGHS). The funds were made possible through the Federal Home Loan Bank of New York’s (FHLBNY) Small Business Recovery Grant Program, which allows member banks like NBC to support local…
Albany, NY – Pioneer (NASDAQ: PBFS), a leading financial institution in New York’s Capital Region, participated in the national celebration of Giving Tuesday by presenting $25,000 in donations to five local nonprofit organizations dedicated to improving the lives of local children. With this donation, the Pioneer Charitable Foundation has…
$20,000 Raised for Trot Charities, Regional Food Bank and Joseph’s House & Shelter   TROY, NY (Nov. 27, 2025) —Troy’s streets came alive with holiday spirit Thursday morning as more than 7,484 registered runners — the highest total in over a decade — gathered for the 78th Troy Turkey Trot, reaffirming the event’s place among the country’s…