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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
(November 6, 2025) Port of Albany staff members have recently joined the volunteer leadership teams of regional and national business, non-profit, and maritime industry organizations in service to the community. ____________   Port of Albany’s General Counsel Patrick K. Jordan has been named the new Vice-Chair of the Government Law Center Advisory…
When Scott McIntyre founded Athletic Haven in 2016, he never imagined the volunteer-based, nonprofit organization would reach where it is today. Athletic Haven served 249 youth athletes from the Capital Region during the 2024-25 academic year, offering free or low-cost sports clinics, leagues and travel teams. Already based in facilities in Troy…
Coxsackie, NY – The National Bank of Coxsackie (“NBC”) recently presented the Greene County Historical Society (GCHS) with a $2,500 donation to support their ongoing efforts in preserving and promoting the rich history of Greene County. The funds were secured through the Federal Home Loan Bank of New York (FHLBNY) Small Business Recovery Grant…