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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
$1 million gift supports cancer outreach, education and wellness programming · Broadview Federal Credit Union invests $1 million in community health and cancer outreach. · More than 15,000 people have visited 907 Michigan Ave. since 2023. · The center connects communities with cancer education, screening navigation and wellness resources. BUFFALO…
Nearly 100 business and community leaders come together to “be a kid for a day” in support of local children Albany, NY – The Pioneer Charitable Foundation celebrated a major milestone, surpassing $50,000  in total funds raised following its sixth annual Mini Golf Tournament, which brought in more than  $14,000 at this year’s event. Held on…
Troy, NY – The Capital Region and Hudson Valley’s PBS station WMHT Public Media is set to premiere the original, locally-produced documentary Language in Landscape: The Art of Frederic Church at a free premiere screening event on Thursday, June 4th at 6:30pm at Hudson Hall in Hudson, NY. A broadcast premiere on WMHT follows the next day on June…