Skip to main content
Enter search terms below…

Membership Directory - Financial Planning Consultants

Please click on the member name to view their full profile.

2 Pine West Plaza Albany, NY 12205
(518) 434-7411

At Bell Financial we design, implement and maintain customized financial plans to help individuals, families and business owners attain their financial goals. We thoroughly assess and analyze your complete financial situation to ensure our strategy reflects your values, needs and long term aspirations.

6 Wembly Court Albany, NY 12205
(518) 464-4080
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.

797 Route 9W Glenmont, NY 12077
(518) 767-2574

Godfrey Financial is a woman-owned fiduciary company. We specialize in helping our clients with retirement planning, investment management and other financial planning needs.

159 Wolf Rd. , Suite 101 Albany, NY 12205
(518) 477-6686
3 Lear Jet Lane Latham, NY 12210
(518) 608-1110
26 Century Hill Drive Suite 301 Latham, NY 12110
(518) 220-4277

Our overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and business face.
My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business awareness and excellent organizational, analytical and strategic problem solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the " The Company you Keep".

GREEN ISLAND, N.Y.--(BUSINESS WIRE)--Atlast Food Co., creator of whole-cut meat alternatives from gourmet mushroom mycelium, today announced an official company name change to MyForest Foods Co. Following their 2020 launch into the alt-meat market, the company's transformative new name aligns beautifully with its mission to support a well-fed…
Cobleskill, N.Y. (January 25, 2022) – Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, has hired Michael Weaver as a Business Development Specialist on its sales team. Mr. Weaver is responsible for the firm’s customer relationship management system and…
Thanks to Buffalo’s 47-17 win over the New England Patriots and the 36 points the Bills scored during last Sunday’s thriller against the Kansas City Chiefs, SEFCU will donate $15,000 to FeedMore WNY. The combined point total and SEFCU’s respective pledges of $125 and $250 per point scored by Buffalo netted $14,875. The credit union rounded up to…