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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
$1,000 for your big idea No Equity Taken | No Pitch Decks | No Bureaucracy Just Belief Capital Good Neighbor Fund awards $1,000 micro-grants every quarter to early-stage entrepreneurs. Funding comes from local leaders who want to see a stronger entrepreneurship community. Apply today if a little bit of money and a whole lot of community support…
For 140 years, Together for Youth has believed in the power of people showing up for one another. On Wednesday, September 16, 2026, that spirit will come to life at Best Night Together, an evening that brings community members, leaders, partners, and supporters together around a shared commitment to New York’s youth and families. Held from 6 to 8:…
FOR IMMEDIATE RELEASE August 18, 2026 Wynantskill Girl Scout earned $5,000 national scholarship for recycling project   ALBANY, N.Y. — A Wynantskill teen helped her school community improve recycling and waste disposal habits through her Girl Scout Gold Award project, an effort that also earned her the Girl Scouts of the USA National Gold Award…