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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.

St. Catherine's Center for Children-Back to School Supply Drive Collection Period: May-August 15th, M-F, 9am-4pm Items Needed: New Folders, Notebooks, Washable Markers, Pens, Pencils, Tissue Boxes, Crayons, Disinfectant Wipes, Colored Pencils, Glue Sticks, Lined Paper, Highlighters, Binders, Composition Notebooks, Sticky Notes, Ruler, Erasers Drop…
(June 26, 2025) Port of Albany Chief Executive Officer Richard J. Hendrick recently joined the Board of Directors of the Seafarers International House NYC, which, in partnership with the Episcopal Church since its founding in 1834, serves the needs of Mariners and Seafarers in the New York Region.   Hendrick, with the Port since 2004, has led the…
Albany, N.Y. (June 23, 2025) – Maria College and Daughters of Sarah Community for Seniors are partnering to offer employees access to academic certificate and degree programs that support their career growth and long-term success in healthcare.   Through this collaboration, Maria College will provide flexible academic pathways —including…