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Membership Directory - Investment Advisory Svce.

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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.

June 16, 2026 Longtime Hudson Valley Community College trustee William F. Fagan was recently appointed as vice chair of the college’s Board of Trustees. A 1973 graduate of Hudson Valley, Fagan has been a member of the board since 2009, when he was appointed by former Governor David Paterson. In addition to his service as a college trustee, Fagan…
Together for Youth will host its signature fundraising event, Best Night Together, on Wednesday, September 16, 2026, from 6 to 8:30 p.m. at The Egg’s newly renovated Hart Lounge. This annual gathering brings together leaders from across the Capital Region to strengthen support for children and families statewide. The business community plays a…
The Arc of Rensselaer County proudly hosted its annual Board Installation Dinner at Paolo Lombardi’s Restaurant, celebrating a new year of leadership and reaffirming the organization’s commitment to advancing opportunities for people with intellectual and developmental disabilities (IDD). As a longstanding leader in person-centered supports, The…