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Membership Directory - Investment Advisory Svce.

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.

In partnership with Albany County and the Albany County Pine Hills Land Authority (ACPHLA), Hudson Valley Community College today announced a $1 million gift pledge from the Massry family to support its planned acquisition of the Massry Center for the Arts from the ACPHLA. The Authority announced it is issuing a required 90-day statement in…
(April 27, 2026) The Port of Albany-Rensselaer was the first port in New York state to volunteer and certify in the Green Marine program and has continued to meet the environmentally forward benchmarks with consistent and consecutive Green Marine certifications since 2016. This year, Port Director of Operations and Facilities John C. Kosa was…
Transaction Adds Nationwide Equipment Financing Platform with approximately $120 Million Loan Portfolio Albany, NY – Pioneer (NASDAQ: PBFS), a leading financial institution in New York’s Capital Region, today announced it has acquired 100% of the membership interests in Targeted Lending Co., LLC, (“Targeted Lending”), an independent equipment…