Skip to main content
Enter search terms below…

Membership Directory - Finance & Insurance

Please click on the member name to view their full profile.

31 Church Street Saratoga Springs, NY 12866
(518) 584-5300

Insurance, Risk Management

12 Computer Drive West Albany, NY 12205
(518) 458-1800

Risk management and insurance firm specializing in property and casualty, surety, life, and employee benefit insurance.

59 Third Street Troy, NY 12180-3907
(518) 266-0519

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.

602 Columbia Turnpike East Greenbush, NY 12061
(518) 943-2600

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 l

98 Wolf Road Albany, NY 12205
(518) 269-3920

Personal business, checking, savings, loans, insurance, home lending, auto insurance, life insurance, small business

576 North Greenbush Road North Greenbush, NY 12144
(518) 283-5384

Personal, business, mobile, checking and savings, loans, insurance, wealth management

30 South Pearl Street Albany, NY 12207
(518) 432-0318

Personal business, checking, savings, loans, insurance, home lending, auto insurance, life insurance, small business

602 Columbia Turnpike East Greenbush, NY 12061
(518) 729-1150

Personal, business, mobile, checking and savings, loans, insurance, wealth management

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 sit

6 Tower Place Albany, NY 12203
(518) 360-2511

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 Se

799 Hoosick Road Brunswick, NY 12180
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

1744 Route 9 Clifton Park, NY 12065
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

219 Ontario Street Cohoes, NY 12047
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

341 New Karner Road Albany, NY 12205
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

384 Bender Lane Glenmont, NY 12077
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

4 Century Hill Drive Latham, NY 12110
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

4 Winners Circle Albany, NY 12205-1168
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

582 Balltown Road Niskayuna, NY 12309
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

233 North Greenbush Road Troy, NY 12180
(518) 458-2195

CAP COM, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

132 State Street Albany, NY 12207
(518) 435-8937

Personal banking, business banking, wealth management, mobile, overdraft protection, small business loans

148 George Street Green Island, NY 12183
(518) 400-1280

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 organi

210 Washington Avenue Ext. Albany, NY 12203
(518) 452-2700

Complete Market Coverage. Experienced Brokerage Staff. Experts On Complex Issues.
All Phases Commercial Real Estate, Property Management

500 Patroon Creek Boulevard Albany, NY 12206-1057
(518) 641-5134

Health & Dental Plans

1651 Columbia Turnpike Castleton, NY 12033
(518) 477-5468

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.

261 Pawling Avenue Troy, NY 12181
(518) 238-6815

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 ar

39 N Pearl St. Albany, NY 12207
5187587101

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.

567 Columbia Tpk East Greenbush, NY 12061
(518) 758-7101

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

255 Orange Street Albany, NY 12210
(518) 436-8586

Capital for small business and non-profit, as well as training & technical assistance

20 Wade Road Latham, NY 12110
(518) 783-2211

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

784 Troy Schenectady Road Latham, NY 12110
(518) 783-2665

Insurance Agency

4 Elm Street Apt. 4 Pawling, NY 12564
(646) 437-7254

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

1400 Second Avenue Watervliet, NY 12189
(518) 270-9243

Accounting, payroll, and tax services for small business, non profits & individuals

993 Sterling Ridge Drive Rensselaer, NY 12144
(518) 475-8782

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.

767 Hoosick Street Troy, NY 12180
(518) 279-1044

Fee basis portfolio management.

4 Executive Park Drive Albany, NY 12203
(518) 823-1277

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 highe

2 Wall Street Albany, NY 12205
(518) 393-1326

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

351 Broadway Troy, NY 12180
(518) 271-1185

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 d

88 Main Ave Wynantskill, NY 12198
(518) 283-4111

Insurance Property/Casualty

159 Wolf Rd. , Suite 101 Albany, NY 12205
(518) 477-6686
3 Lear Jet Lane Latham, NY 12210
(518) 608-1110
217 Elm St. Saratoga Springs, NY 12866
(518) 330-8823

"Group benefit carrier working with your local insurance agent."

One Empire Drive Rensselaer, NY 12144
(518) 431-7735

"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."

35 Niver Street Cohoes, NY 12047
(518) 237-1121

Credit Union

40 Leversee Road Troy, NY 12180
(518) 237-1121
PO Box 188 Castleton, NY 12033
(518) 212-7858

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.

12 Corporate Woods Boulevard Albany, NY 12211
(518) 433-2504

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

72 Mohawk Street Cohoes, NY 12047
(518) 233-6581

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.

820 Second Avenue Lansingburgh, NY 12182
(518) 235-4600

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.

86 Main Avenue Wynantskill, NY 12198
(518) 283-8600

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.

2050 Western Avenue Guilderland, NY 12084
(518) 218-5333

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.

615 Columbia Turnpike East Greenbush, NY 12061
(518) 477-7911

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.

555 Patroon Creek Boulevard Albany, NY 12206
(518) 591-4060

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.

767 New Loudon Road Latham, NY 12110
(518) 867-8033

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.

33 Third Street Troy, NY 12180-3907
(518) 271-0324

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.

782 Hoosick Road Troy, NY 12180
(518) 279-1152

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.

66 South Pearl Street Albany, NY 12207
(518) 257-8619

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.

281 Troy Road Rensselaer, NY 12144
(518) 283-8384

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.

16 Second Avenue Rensselaer, NY 12144
(518) 436-4671

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.

1817 Columbia Turnpike Castleton on Hudson, NY 12033
(518) 477-7548

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.

3701 NY Route 43 West Sand Lake, NY 12196
(518) 674-2866

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.

14 Main Street Hoosick Falls, NY 12090
(518) 686-7347

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.

1532 Route 9 Clifton Park, NY 12065
(518) 348-1111

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.

475 Albany Shaker Road Loudonville, NY 12211
(518) 435-1500

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.

14 Second Street Troy, NY 12180
(518) 272-6120

Insurance Property/Casualty, Business Insurance, Home and Auto.

18 Computer Drive East Latham, NY 12205
(518) 980-8100

Accountants/CPAs

11 British American Boulevard Latham, NY 12110-1405
(518) 785-0134

Accounting/Auditing/Tax Services/Consulting/NFP/Small Business/Schools/Individuals

625 State Street Schenectady, NY 12305-1827
(844) 865-0250

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 need

15 Tech Valley Road - Suite 201 East Greenbush, NY 12061
(518) 479-8058

Financial solutions and business planning needs through life insurance and annuities. (NYSE:PNX)

80 Wolf Road Albany, NY 12205
(518) 437-4117

Safe. Sound. Secure. NBT Bank Member FDIC.

425 Columbia Turnpike Rensselaer, NY 12144
(518) 477-4294
150 DeFreest Drive Troy, NY 12180
(518) 286-1611

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.

159 Wolf Road, 2nd Floor Albany, NY 12205
(518) 244-4245

Insurance, surety & benefits services

1819 Fifth Avenue Troy, NY 12180
(518) 720-8888 Ext:125

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.

100 Mohawk Street Cohoes, NY 12047
(518) 237-0569
602 North Greenbush Road Rensselaer, NY 12144
(518) 283-0963
90 State Street Albany, NY 12207
(518) 427-5913
440 Main Street Cairo, NY 12413
(518) 622-3632
843 Rt. 146 Clifton Park, NY 12065
(518) 831-2321
11565 NY-32 Greenville, NY 12083
(518) 966-5449
426 State Street Schenectady, NY 12305
(518) 982-1648
142 Saratoga Avenue Waterford, NY 12188
(518) 238-0600

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

712 Hoosick Road Brunswick, NY 12180
(518) 272-6628

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

2000 Second Avenue Watervliet, NY 12189
(518) 273-0317

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

21 Second Street Troy, NY 12180
(518) 274-4800

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

652 Albany - Shaker Road Albany, NY 12211-0799
(518) 730-3000

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

78 Main Avenue Wynantskill, NY 12198
(518) 283-5905

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

1828 Altamont Avenue Schenectady, NY 12303
(518) 356-1396

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

184 Delaware Avenue Delmar, NY 12054
(518) 429-2500

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

1770 Central Avenue Albany, NY 12205
(518) 452-2143

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

1883 Western Avenue Albany, NY 12203
(518) 456-2670

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

329 Glenmont Road Glenmont, NY 12077
(518) 463-1400

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

531 Troy- Schenectady Road Latham, NY 12110
(518) 785-5566

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

10 Kendall Drive Malta, NY 12020
(518) 899-0054

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

148 George Street Green Island, NY 12183
(518) 266-9464

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

1208 Route 146 Clifton Park, NY 12065
(518) 373-1052

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

596 Columbia Turnpike East Greenbush, NY 12061
(518) 479-2700

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

21 Second Street Troy, NY 12180
(518) 274-4800

Banking, checking, savings, business checking, loans, mortgages, investments, insurance, commercial lending, business loans

100 Great Oaks Blvd. Albany, NY 12203
(518) 261-9808

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.

716 Bloomingrove Drive Rensselaer, NY 12144
(518) 283-1818

Accountants/CPAs

120 Hoosick Street Troy, NY 12180
(518) 953-0109

Banks, personal banking, checking and savings

171 South Broadway Saratoga Springs, NY 12866
(518) 583-3114

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. "Quali

314 Hoosick Street Troy, NY 12180-2073
(518) 274-9081

Accountants/Income Tax/Planning/Auditing/Financial Statements/Quickbooks/Forensic/Consultants

700 Patroon Creek Boulevard Albany, NY 12206-1067
(518) 452-8183

SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

120 Troy Road East Greenbush, NY 12061
(518) 452-8183

SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

256 Hoosick Road Troy, NY 12180
(518) 452-8183

SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

15th Street and Sage Avenue Troy, NY 12180
(518) 452-8183

SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

89 Miller Road Castleton, NY 12033
(518) 452-8183

SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

65 Vandenburgh Avenue Troy, NY 12180
(518) 452-8183

SEFCU, a division of Broadview Federal Credit Union, is headquartered in Albany, NY.

1187 Troy Schenectady Road Latham, NY 12110
(518) 382-2597

Credit Unions

71 Troy Road East Greenbush, NY 12061
(518) 477-9311

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

7 Washington Square Albany, NY 12205-5523
(518) 456-6663

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 ac

6 Wembley Court Albany, NY 12205-5808
(518) 464-4080

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-

15 25th Street Watervliet, NY 12189
(518) 273-9501

Business and personal insurance including surety bonds, health and life insurance

19 Couse Place East Greenbush, NY 12061-1329
(518) 477-7700

Insurance Property/Casualty

4 Tower Place, Executive Park Albany, NY 12203
(518) 449-3166

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 cli

P.O Box 486 Troy, NY 12181-0486
(518) 272-3471

Complete personal and commercial business insurance since 1910.

159 Wolf Road, Suite 100 Albany, NY 12205
(518) 477-1102

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 . T

The historic law firm of Pattison, Sampson, Ginsberg & Griffin, PLLC in downtown Troy is proud to announce that Rhiannon I. Gifford, Esq. has been promoted to Junior Partner at the firm. Mrs. Gifford joined the firm back in 2017 and has developed her practice in Landlord Tenant Law, Title IX Investigations, Commercial and Civil Litigation,…
Concert and Reception Celebrate Mr. Drucker’s Appointment as BBS Artistic Director Great Barrington, MA (February 15, 2024):  Eugene Drucker, violin, Roberta Cooper, cello, and Renée Anne Louprette, piano, will perform at a Berkshire Bach Society (BBS) chamber music concert here at Saint James Place on Saturday, March 9, 2024, at 5 pm, followed…
The City of Rensselaer will be holding its first Public Workshop Meeting for the “Rensselaer Rising” Plan on March 7th from 6-7:30PM at the Rensselaer City School, located at 25 Van Rensselaer Drive, Rensselaer, NY 12144. The event will begin with an information session reviewing the planning process, key components of the work completed so far,…