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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…
National Bank of Coxsackie Donates $2,500 to Greene County Agricultural Society   Coxsackie, NY – [February 2026] – National Bank of Coxsackie (NBC) is proud to announce its recent $2,500 donation to the Greene County Agricultural Society. The contribution was made possible through the Federal Home Loan Bank of New York (FHLBNY), which enables…
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…