Please click on the member name to view their full profile.
Insurance, Risk Management
Risk management and insurance firm specializing in property and casualty, surety, life, and employee benefit insurance.
Bank of America is one of the world's leading financial institutions, serving individuals, small and middle market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk management products and services.
The Bank of Greene County is a community based financial institution focused on developing relationships with our customers and the communities we serve. Our select products and services include checking and savings accounts, commercial and residential loans and mortgages, investment services and our Visa® Rewards and Greene Loyalty program. We have been proudly serving the Capital Region and Hudson Valley for over 130 years!
Personal business, checking, savings, loans, insurance, home lending, auto insurance, life insurance, small business
Personal, business, mobile, checking and savings, loans, insurance, wealth management
Personal business, checking, savings, loans, insurance, home lending, auto insurance, life insurance, small business
Personal, business, mobile, checking and savings, loans, insurance, wealth management
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.
Brown & Brown, Inc. is the fifth largest independent insurance brokerage in the nation. We provide risk management solutions to help protect what our customers value most. Our four business segments, Retail, National Programs, Wholesale Brokerage, and Services, offer insurance products and services to businesses, corporations, governmental institutions, professional organizations, trade associations, families, and individuals.
The Brown & Brown culture is built on integrity, innovation, superior capabilities, and discipline. We look at insurance differently and use our experience, carrier relationships, and principled customer focus to deliver superior service and solutions.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
Personal banking, business banking, wealth management, mobile, overdraft protection, small business loans
Catskill Hudson Bank was established in 1993 in Monticello, NY. We have eleven branches: nine in the Mid-Hudson Region and two in the Capital District. Catskill Hudson Bank is a community minded, friendly, efficient, technology-focused financial organization. We offer traditional, online and mobile banking services to both consumers and businesses which now includes our new residential mortgage program. We take pride in our network being recognized as one of the most secure in the industry. SimplyBetter Banking!
Complete Market Coverage. Experienced Brokerage Staff. Experts On Complex Issues.
All Phases Commercial Real Estate, Property Management
Health & Dental Plans
Ken and Deb Lane are a husband and wife team providing a wide range of financial planning and investment management services. They work best with individuals and businesses looking to make informed financial decisions for themselves and those who are depending on them.
Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser.
Christopher D'Allaird, CPA provides accounting, bookkeeping, tax and advisory services to individuals and small businesses with 20 employees or less. My goal is to provide you with sound accounting advice and support so that you can focus on what you are passionate about..... Your Business.
Community Bank N.A.operates more than 240 customer facilities across its four-state footprint and has been serving its communities for more than 150 years. It offers customers a full range of retail and business banking services, comprehensive financial planning, and insurance and wealth-management services. Community Bank N.A has been ranked among the top 15 banks in America by Forbes magazine for the past eight years running, most recently ranked third in 2019.
Community Bank N.A.operates more than 240 customer facilities across its four-state footprint and has been serving its communities for more than 150 years. It offers customers a full range of retail and business banking services, comprehensive financial planning, and insurance and wealth-management services. Community Bank N.A has been ranked among the top 15 banks in America by Forbes magazine for the past eight years running, most recently ranked third in 2019.
Capital for small business and non-profit, as well as training & technical assistance
0Community Resource Federal Credit Union is a full service financial institution located in Latham and North Greenbush. We strive to improve the lives of our members and the community by providing access to affordable, reliable and solution based financial services. We'd like to be the financial institution of choice, providing the best service available while going above and beyond to help our members achieve their goals. Visit us in person or online at communityresourcefcu.com
Insurance Agency
CountryWide Financial Solutions is a national mid-market business lender. With over 77 different loan types, our expertise and partnerships with national lenders we can satisfy all of your financing needs. Whether it is for equipment, inventory, accounts receivable, to raise capital or to acquire a company, we can do it all! If your business has just started, or if it is well established, we can help. Please contact us at [email protected]. Or visit our website www.countywidefinancialsolutions.com.
Accounting, payroll, and tax services for small business, non profits & individuals
Dave's Accounting & Payroll can assist with your accounting needs. I offer a broad range of services for small to medium size businesses, independent business owners & private contractors. I have 25+ years of experience & worked with many different types of businesses including: churches, restaurants, limo companies, real estate, property management companies & private contractors. My goal is to be available to provide insightful advice to enable my clients to make informed financial decisions.
Fee basis portfolio management.
Our mission is to provide long-term investment growth for our investors with attention to personalized service, timeliness of information, and a commitment to quality fostered by a family of associates dedicated to excellence. We are guided by the highest standards of ethics, morality and integrity.
First New York serves over 34,000 members in Schenectady, Albany, Saratoga, Schoharie and Rensselaer counties.
Our mission is “to consistently surpass member expectations by enthusiastically providing first-class personal and professional service with a commitment to continuous innovation.
Being the biggest does have benefits. As the largest insurance brokerage firm in the U.S., Freeway Insurance offers a broad range of auto insurance options: Multi-policy, multi-car, good driver and student discounts are just a few of our auto insurance discounts available. However, we are more than just auto Insurance. We offer auto, home, boat, motorcycle, landlord, dwelling, business, contractors, general liability, pet insurance, windshield repair, towbuster roadside assistance, and telemedicine.
Insurance Property/Casualty
"Group benefit carrier working with your local insurance agent."
"HBS is a client-focused, comprehensive employee benefits firm, committed to working with organizations to achieve benefit and financial objectives. Our consultants bring a wealth of experience to the insurance and retirement arenas."
Credit Union
James Adjusting Inc. is an independent insurance adjuster for property and casualty losses. We proudly services all areas of Upstate New York, as well as the Bronx, Brooklyn, Queens along with Western and Central Massachusetts.
Chase is the U.S. consumer & commercial banking business of JPMorgan Chase & Co. (NYSE:JPM), a leading global financial services firm with assets of $2.7 trillion & operations worldwide. Chase serves nearly half of America's households with a broad range of financial services including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. Customers can choose how & where they want to bank: 52000 branches,16,000 ATMs,mobile,online & by phone. For more information go to Chase.com .
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
KeyBank has been growing with New York State for more than 190 years. Since its founding in Albany, New York, in 1825, KeyBank has been helping the clients and communities thrive, from Western New York to the Capital Region and beyond.
Insurance Property/Casualty, Business Insurance, Home and Auto.
Accountants/CPAs
Accounting/Auditing/Tax Services/Consulting/NFP/Small Business/Schools/Individuals
MVP Health Care is a nationally recognized, community-focused, not-for-profit health insurer serving more than 700,000 members in New York and Vermont. Committed to the complete well-being of its members, MVP provides the tools and information they needto achieve better health and peace of mind in everyone they serve.
Financial solutions and business planning needs through life insurance and annuities. (NYSE:PNX)
Safe. Sound. Secure. NBT Bank Member FDIC.
A full-service financial instituion offering Savings, Checking, Money Market, Share Certificate Accounts and IRA's. A variety of Consumer Loan options, as well as Credit Cards, Mortgages, Home Equity Loan and Lines are also available.
Insurance, surety & benefits services
OneDigital is a client-centric employee benefits broker and consulting firm. Our philosophy is to work closely with our clients to fully understand their goals, expectations and concerns in order to meet those needs.
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans
Rhinebeck Bank is a full service, locally focused bank headquartered in Poughkeepsie, NY. We offer a full range of personal checking, savings, money market and certificates of deposit as well as, home equity lines of credit and mortgages. For commercialcustomers we offer a broad variety of products and services for sole proprietors, partnerships, and corporations. We have expanded our product line to include insurance and investment services and recommitted ourselves to exceptional customer service.
Accountants/CPAs
Banks, personal banking, checking and savings
Since 1988, we have been serving the greater Capital Region and helping our neighbors achieve their financial goals. We would love the opportunity to do the same for you!
When you choose Saratoga National for your banking needs, you come first. "Quality customer service" isn't just an empty promise - it's our way of life. Plus, our state-of-the-art technology ensures that banking is simple and easy from your home, office or on the go! Stop by or reach out to any of our local branch staff or visit saratoganational.com for more information.
Accountants/Income Tax/Planning/Auditing/Financial Statements/Quickbooks/Forensic/Consultants
SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.
Credit Unions
As a top 10 North American bank, TD aims to stand out from its peers by having a differentiated brand – anchored in our proven business model, and rooted in a desire to give our customers, communities and colleagues the confidence to thrive in a changing world. The TD Framework embodies our culture and guides our behaviour as we execute on our business strategy of being a premier Canadian retail bank, a top U.S. retail bank, and a leading Wholesale business aligned with our retail franchise.
Our vision: be the better bank Our purpose: enrich the lives of our customers, communities and colleagues
Teal, Becker & Chiaramonte, CPAs, P.C. has focused on serving innovative and hardworking businesses and individuals within the Greater Capital Region since 1971. As the region's largest locally owned CPA firm, we re committed to providing high quality accounting, tax, and advisory services to thousands of clients including commercial businesses, not-for-profit organizations, government entities, employee benefit plans and labor unions. With a staff and client roster that feel like family, we are committed to serving this community for many years to come.
The Bonadio Group is a nationally ranked, top 40 CPA firm that brings an integrated world of resources to every client, large or small. We serve organizations and individuals of all kinds - from privately held to publicly traded to public sector and tax-exempt. Industries served - Tax Exempt, Privately Held, Small Business, Health Care, Government, Labor, Financial Institutions, Construction, Higher Education, Manufacturing, Public Companies, Individuals, Accounting Firms, Private Equity, Real Estate.
Business and personal insurance including surety bonds, health and life insurance
Insurance Property/Casualty
At UHY, LLP we take pride in delivering the next level of service, combining local knowledge with national, regional, and international skills to provide our clients with the best resources possible. We harness the power of our network to empower our clients to achieve their goals, and to ensure we meet or exceed their expectations and objectives. Our dedication to delivering top-quality client service guides our every move. We provide audit and attest, tax, advisory and consulting services.
Complete personal and commercial business insurance since 1910.
Wojeski & Company CPAs, PC is a full-service accounting firm providing audit, tax, and consulting services to a broad range of clients. Audit services include financial statement audits and reviews, compliance reporting, and internal control review . Tax services include business and individual tax planning, tax return preparation, strategic tax advice, and trust and estate planning. Consulting services include business planning, mergers and acquisitions, and strategic and operational consulting. Wojeski & Company is also a proud member firm of Russell Bedford international, a global network of independent professional firms.