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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
Join us for the groundbreaking of City Station North II, LLC, downtown Troy’s premier mixed-use, Class A development consisting of multi-family apartments (The Six at City Station) and Class A Office Space (The Station) over garage parking on Tuesday, July 16 at 2:00 p.m.. Troy Mayor Carmella Mantello, New York State Assembly Member John T.…
Troy, New York, July 1, 2024 — Rifenburg Holdings, Inc. headquartered in Troy, New York, is now 100% employee-owned following the transfer of all of the stock of the Company to a newly-formed Employee Stock Ownership Plan (ESOP). This ownership transition, effective as of June 30, 2024, includes 100% of Rifenburg Construction, Inc.; Marcy…
Event Will Feature 9/11 Mobile Exhibit, Andy Pettitte Bobblehead, and Postgame Fireworks TROY, NY - The Tri-City ValleyCats have announced their partnership with the Tunnel to Towers Foundation for a Game Day event fundraiser on Tuesday, August 6th, 2024. Tunnel to Towers has raised over $250 million to eradicate veteran homelessness, support the…