WAMC Underwriters - Business, Banking, Finance, & Insurance

Berkshire Bank
"AMERICA'S MOST EXCITING BANK"
Over 90 Locations
NY, MA, CT, VT 
(800) 773-5601
www.berkshirebank.com

Career In Transition, LLC 
11 Computer Drive West
Albany, NY 12205
(518) 366-8451
www.careersintransitionllc.com

Community Loan Fund of the Capital Region         
Albany, NY
(518) 436-8586
www.mycommunityloanfund.org

Community Resource Federal Credit Union
20 Wade Road
Latham, NY  12110
(518) 783-2211
www.communityresource.coop

Currin Compliance Services, Inc.
14 Main Street, Suite 200
Greenwich, NY 12834
(518) 692-2494
www.currincomplianceservices.com

Davis Financial Group
Amherst, MA
(413) 584-3098  #11
www.davisfinancialgrp.com

Edward J. Garbacik, CFP, AIF
Private Financial Design
(800) 779-1951
www.privatefinancialdesign.com

Empire Exhibits
131 Round Lake Ave
Mechanicville, NY 12118
(518) 541-2697
www.empireexhibits.com

Fenimore Asset Management
384 North Grand Street
Cobleskill, New York 12043
(518) 234-7400 and (800) 932-3271
-       Albany
4 Executive Park Drive
Albany, NY 12203
(800) 721-5391
www.famfunds.com

Fidelis Care
Latham, NY 
(518) 783-3370
www.fideliscare.org

Godfrey Financial Associates, Inc. 
797 Route 9W
Glenmont, NY 12077
(518) 767-2574
www.godfreyfinancial.com

Marshall and Sterling Insurance
Poughkeepsie, NY 12601
(845) 454-0800
www.marshallsterling.com

Mary Irish, Morgan Stanley
1448 Balltown Road
Niskayuna, NY 12309
(518) 386-2912
www.morganstanleyfa.com/mary.irish

Mid-Hudson Workshop
88 Washington Street
Poughkeepsie, NY  12601
(845) 471-3820
www.midhudsonworkshop.org

October Mountain Financial Advisors
103 West Park Street 
Lee, MA 01238
(413) 243-4331
info@octobermountainfa.com

Pennyfarthing Investment
Amherst, MA
(413) 259-1900
www.pennyfarthinginvestment.com

RBC Wealth Management
 455 Patroon Creek Blvd, Suite 200
 Albany, NY 12206
 (518) 432 - 1455
 www.rbcwealthmanagement.com

Retail Council of New York State
258 State Street 
Albany, NY 12210
(518) 465-3586
www.retailcouncilnys.com

Rick Gingras, Certified Financial Planner
1100 Barker Rd. 
Pittsfield, MA 01201
(413) 441-8168
www.rickgingras.com

Rosenblum Companies
300 Great Oaks Blvd, Suite 310
Albany, NY  12203
(518) 869-9302
www.Rosenblumcompanies.com

Subsidium Technologies
1 Fairchild Square, Suite 101    
Clifton Park, NY 12065
(518) 899-1010
www.subsidiumtech.com

Third Eye Associates
Redhook, NY, New York City, Washington D.C.
(845) 752-2216
www.thirdeyeassociates.com

Thomas E. Brockley 
RBC Wealth Management
Senior Vice President-Financial Consultant Senior Portfolio Manager - Portfolio Focus
Albany, NY
(518) 432-1455
(866) 615-2479
thomas.brockley@rbc.com
www.rbcfc.com/thomas.brockley

UHY Advisors                                                    
4 Tower Place, Executive Park 
Albany, NY 12203
(518) 449-3166
www.uhy-us.com

Walrath Recruiting
- 3 Winners Circle 
Albany, NY 12205
(518) 275-4816
- 511 Broadway 
Saratoga Springs, NY 12866
(518) 886-8860
www.walrathrecruiting.com 

Underwriter Directory