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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.

FOR IMMEDIATE RELEASE Contact: Scott Joralemon, President 518-459-6712 [email protected] PNJ Technology Partners Promotes Jeff Thomas to Chief Operating Officer (COO) ALBANY, NY (January 29, 2026) PNJ Technology Partners is pleased to announce that, Jeff Thomas was promoted to the role of Chief Operating Officer of PNJ Technology…
WILDWOOD AWARDED $210,000 MOTHER CABRINI HEALTH FOUNDATION GRANT (Latham, NY, February 3, 2026) – Wildwood is proud to announce it has received a $210,000 grant from the Mother Cabrini Health Foundation. This funding will support the development of a comprehensive plan to ensure that the individuals Wildwood supports can age in place with dignity…
The Society of the Friends of St. Patrick has announced that its 125th Annual Gathering will be held on Tuesday, March 17th at 6pm at The Franklin Terrace, in Troy.  What began as an intimate lunch gathering on March 17, 1906 has evolved into one of the longest-running St. Patrick’s Day dinners in the United States celebrating Irish heritage, and…