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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
Summer Camp FAQ Registration opens Monday, 2/2 @6pm   For specific information refer to camp guide. Not the camp guide, transfer calls to the Director.   Key details: · Camp Hours: 7:30 AM - 5:30 PM · Dates: June 29 (1st day) – September 4 (last day) · Price: $340 members, nonmembers $390 · Activities: Swimming (registration for lessons contact…
KIPP Capital Region Celebrates Black Children’s Book Week with Local Author   On Wednesday, February 25,  KIPP Albany Community Charter Elementary School (KACCES) celebrated Black Children’s Book Week with a visit from local author Raven Daley, Founder and CEO of Daley Publishing Co. Raven shared her passion for making sure there is diverse…
City of Rensselaer Receives $250,000.00 for Technical Assistance to Grow Pro-Housing Communities   (Rensselaer, NY – February 27, 2026) In 2024 the City of Rensselaer was recognized by New York State as a Pro-Housing Community.  Simultaneously, the New York State funded “Rensselaer Rising” Brownfield Opportunity Area (BOA) Study was evaluating…