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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
Pioneer Bancorp, Inc. Appoints Michael T. Keegan to its Board of Directors   Albany, N.Y. – July 23, 2026 – Pioneer Bancorp, Inc. (“Pioneer”) (NASDAQ: PBFS), a leading financial institution in New York’s Capital Region, today announced the appointment of Michael T. Keegan to its Board of Directors.   Mr. Keegan is a recently retired banking…
Menands — The Mohawk Hudson Humane Society (MHHS) is launching a new adoption initiative designed to give some of the shelter's longest-waiting animals the second chance they deserve. The Hidden Gems Sponsored Adoption Program will support dogs and cats who have been in MHHS's care for 100 days or longer by covering both their adoption fees and…
ALBANY, N.Y. (July 22, 2026) – The Palace Performing Arts Center, Inc (d/b/a Palace Theatre), one of the Capital Region’s premier performing arts centers, today announced a new slate of officers for its Board of Directors and the promotion of Executive Director Kevin Johnson to President and CEO.  Johnson, who has served as Executive Director…