Affiliations

Our affiliations are important to us. Whether it is being a long-time trusted member of the local Glenville business community, or a member of a nationally recognized industry organization, we understand that strong affiliations provide benefits to our community, our clients and our firm. We encourage you to explore the organizations below, to discover if they embody your ideals of a perfect financial planning partnership.

NAPFA

The National Association of Personal Financial Advisors

 

The National Association of Personal Financial Advisors (NAPFA) is the country's leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.

Certified Financial Planner Board

 

CFP: The Standard of Excellence

Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your taxes and your insurance coverage, "finances" doesn't mean just one thing for most Americans — and "financial planning" means much more than just investing. Bringing all the pieces of your financial life together is a challenging task.

 

Although many professionals may call themselves "financial planners," CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in your best interest.

Fee-Only Network

 

FeeOnlyNetwork.com showcases only financial advisors that are registered members of the National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

FPA

Financial Planning Association

 

The Financial Planning Association® (FPA®) is the largest membership organization for CFP® professionals in the U.S. and also includes members who support the financial planning process. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA helps connect all in our membership through a variety of unique and compelling ways. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. FPA membership consists of CERTIFIED FINANCIAL PLANNERS™, educators, financial services professionals, students and more; FPA is compensation neutral and represents those from diverse backgrounds and business models. FPA's unique network of nationwide chapters encourage professional development and networking on a local level.

 

The Financial Planning Association is headquartered in Denver, Colo. and is governed by a volunteer Board of Directors who are charged with helping the organization reach its strategic goals. FPA's staff is dedicated to creating an unparalleled membership experience.

TD Ameritrade

 

Acting as the custodian for our clients assets, and the broker for our transactions, TD Ameritrade is an integral part of our practice. Their low cost trading structure, and online account access, gives clients an easy and inexpensive way to monitor the progress of their investments. Most importantly, the security of having a well known third-party custodian means your assets are held separately from those of the firm and it's employees. This limits the opportunity for accounting errors and the intermingling of funds.

Albany-Colonie Regional Chamber

 

The Albany-Colonie Regional Chamber aims to be a catalyst for growth and prosperity for our members and the Capital Region by providing leadership, advocacy and services.

The Chamber is made up of 2,400 businesses and organizations of all types and sizes and from throughout the region that know they will prosper and grow in a vibrant business environment.

Our strength lies in our ability to attract many diverse members, creating a valuable pool of resources from which member companies draw ideas and energy to improve their businesses.

The Albany-Colonie Regional Chamber is committed to the economic vitality of the region and actively works with other Chambers, development groups and federal, state and local governments to ensure the continued growth and viability of Tech Valley.

The Albany-Colonie Regional Chamber is not a civic club, charitable organization or department of government, but a private, not-for-profit, tax-paying organization.

Securities and Exchange Commission

 

The mission of the U.S. Securities and Exchange Commission is to protect investors, maintain fair, orderly, and efficient markets, and facilitate capital formation.