FINANCE & INSURANCE
National Bank of Coxsackie
Jody Shaw
331 Route 9W
Glenmont, NY 12077
(518) 462-0515
NBCoxsackie.com
Pioneer Bank - Delmar
Barbara Way
184 Delaware Avenue
Delmar, NY 12054
(518) 429-2500
pioneerbanking.com
Pioneer Bank - Glenmont
Alexandra Sautin
329 Glenmont Road
Glenmont, NY 12077
(518) 463-1400
pioneerbanking.com
SEFCU - Glenmont Branch
384 Route 9W
Glenmont, NY 12077
(518) 452-8183
sefcu.com
SEFCU - Vista Branch
12 Vista Boulevard
Vista Technology Campus
Slingerlands, NY 12159
(518) 729-4815
sefcu.com
Sunmark Credit Union
Carie Sala
267 Delaware Avenue
Delmar, NY 12054
866-SUNMARK
sunmark.org
Trustco Bank - Delmar
Jason Vann
167 Delaware Avenue
Delmar, NY 12054
(518) 439-9941
Trustcobank.com
CERTIFIED PUBLIC ACCOUNTANTS
TG Associates CPAs, PLLC
Thomas Goodfellow
PO Box 238
Delmar, NY 12054
(518) 424-6776
tg-associates.com
TL Roe CPA, P.C.
449 Delaware Avenue
Delmar, NY 12054
(518) 439-1517
Please refer to our full listing under Accountants
for more information.
Zeitler & Zeitler, CPAs
Christopher Zeitler
448 Route 9W
Glenmont, NY 12077
(518) 461-1637
zeitlercpa.com
CREDIT UNION
CAP COM
Federal Credit Union
384 Bender Lane
Glenmont, NY 12077
(518) 458-2195
Please refer to our full listing under Financial
Institutions for more information.
SEFCU - Glenmont Branch
384 Route 9W
Glenmont, NY 12077
(518) 452-8183
Please refer to our full listing under Banks for more
information.
SEFCU - Vista Branch
12 Vista Blvd
Vista Technology Campus
Delmar, NY 12054
(518) 452-8183
Please refer to our full listing under Banks for more
information.
Sunmark Credit Union
267 Delaware Avenue
Delmar, NY 12054
866-SUNMARK
Please refer to our full listing under Banks for more
information.
ESTATE & RETIREMENT PLANNING
Bryant Asset Management
Nancy Fopeano
1280 New Scotland Road
Slingerlands, NY 12159
(518) 439-1141
bryantassetmgt.com
Lavelle & Finn, LLP
29 British American Blvd
Latham, NY 12110
(518) 869-6227
Please refer to our full listing under Attorneys for
more information.
FINANCIAL INSTITUTIONS
CAP COM
Federal Credit Union
Kate Fruscione
384 Bender Lane
Glenmont, NY 12077
(518) 458-2195
capcomfcu.org
Pursuit
Paul Stewart
50 Beaver Street
5th Floor
Albany, NY 12207
(518) 463-2268
pursuitlending.com
FINANCIAL SERVICES/INVESTMENT
Albany Financial Group
Walter Klisiwecz
80 Wolf Road, Suite 301
Albany, NY 12205
(518) 786-3300
albanyfinancial.com
Bryant Asset Management
1280 New Scotland Road
Slingerlands, NY 12159
(518) 439-1141
Please refer to our full listing under Estate &
Retirement Planning for more information.
Edward Jones - Daniel
Daley
Daniel Daley
394 Elsmere Ave
Suite 103
Delmar, NY 12054
(518) 767-1270
edwardjones.com/Daniel-Daley
EdwardJones - Lisa Pett,
Financial Advisor
Lisa Pett
116 Wolf Road
Albany, NY 12205
(518) 459-2271
edwardjones.com
Godfrey Financial
Associates, Inc.
Kathleen Godfrey
797 Route 9W
Glenmont, NY 12077-3801
(518) 767-2574
godfreyfinancial.com
Independent Broker
Representing Mass Mutual
Monica Wagner
10 Henderson Road
Glenmont, NY 12207
(518) 469-2908
Merrill Lynch Wealth
Management
Thomas Gregg
69 State Street
Floor 16
Albany, NY 12207
(518) 462-8313
46 Business & Community Directory 2020-2021
/NBCoxsackie.com
/pioneerbanking.com
/pioneerbanking.com
/sefcu.com
/sefcu.com
/sunmark.org
/Trustcobank.com
/tg-associates.com
/zeitlercpa.com
/bryantassetmgt.com
/capcomfcu.org
/pursuitlending.com
/albanyfinancial.com
/Daniel-Daley
/edwardjones.com
/godfreyfinancial.com