Skip to main content
Enter search terms below…

Membership Directory - Financial Planning Consultants

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

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
60% off adoption fees and expanded weekend hours give more pets a chance to find homes MENANDS — The Mohawk Hudson Humane Society (MHHS) is making it easier to welcome a new companion into the family during one of the shelter’s busiest times of year. With more than 115 animals currently available for adoption, MHHS is offering 60% off adoption…
Hart will oversee the bank’s commercial lending team and identify new business opportunities BALLSTON SPA, N.Y. – August 25, 2026 — Christopher R. Dowd, President and CEO of Ballston Spa National Bank (BSNB) recently announced the appointment of Edward Hart to Vice President, Commercial Banking Manager. Hart will lead the bank’s commercial lending…
$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…