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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
Donations from customers and employees help equip students and families supported by Greenville Central School District and Refuge Place, Inc. for the new school year.   Albany, NY – Pioneer (NASDAQ: PBFS), a leading financial institution in New York's Capital Region, provided more than 6,000 school supplies and 215 backpacks to local…
Rensselaer, NY, September 3, 2026 – The Rensselaer Downtown Revitalization Initiative (DRI) planning process is ongoing. The Rensselaer DRI Local Planning Committee (LPC) is pleased to announce the third LPC meeting will be held on Thursday, September 17th, 2026, from 2:00pm–4:00pm at Rensselaer City Hall (62 Washington St, Rensselaer, NY 12144).…
Pattison, Sampson, Ginsberg & Griffin, PLLC is proud to welcome Justin M. Aragosa as an Associate Attorney. Justin will focus his practice on landlord-tenant matters, commercial real estate, estate planning and administration, business formation, municipal defense, and land use matters. He concurrently serves as a Warrant Officer in the New…