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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
Fenimore Asset Management, manager of the FAM Funds national mutual funds, has promoted Anne Putnam to Chief Executive Officer, effective October 1, 2023. Anne’s promotion comes as the firm founded by her father, Tom Putnam, in 1974 nears its 50th year of service to investors in the Greater Capital Region and across the country. Ms. Putnam is an…
Career Jam, the pioneering organization dedicated to inspiring the next generation workforce, announces the return of Career Jam Explore. This innovative career exploration initiative will host more than 2,000 eighth and ninth grade students from numerous Capital Region school districts at two dynamic events in October. On Oct. 4, students will…
On July 30th, we celebrated the graduates of the twelve week English program which took place at the New Hope Church in Albany. Pastor Bea Cardona of the New Hope Church in Albany identified a need for English instruction among the Spanish speaking churchgoers and reached out to LVORC for help. Three groups were formed and each have met to gain…