9 Glen Ave.
Palatine Bridge NY, 13428

Contact: Miranda Cirtwell
Email: miranda.cirtwell@mgwealth.org
Phone: 518-649-0341
Website: MGwealth.org

Contacts: Mark Davidson

Location: 
59 West Main St
Canajoharie, NY 13317

Phone: 315-940-1252
Email: mdavidson@ae.cadaretgrant.com

Summary: At Trinity Wealth Management, LLC our mission is to get to know and understand your needs, wants, and long-term financial goals.  We will help you develop, implement, and monitor a strategy that’s designed to address your individual situation.  From Retirement Planning, Life Insurance, Estate Planning, and more Trinity Wealth is here to guide you.

Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member FINRA/SIPC.  Trinity Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

Phone: (518)212-7717

Email: jason@cooperfc.com

Website: cooperfc.com

Summary: Providing Bookkeeping and Accounting services for businesses just like you!

59 W Grand Street
Palatine Bridge, NY 13428

Phone: 518-673-0002
Fax: 518-673-6155
Email: dcvan4004@aol.com
Website: www.vanmeterllc.com

Summary:
Van Meter & Van Meter, LLC, is a comprehensive financial services firm located in Little Falls, New York. We have the training, the experience and the resources to help you and your family enjoy the most prosperous, worry-free financial journey through life possible! We stand beside you at every step of the way: to guide you in prudently saving and investing for the future while you are working, to help you plan to live comfortably on your savings and investments when you retire, and finally to help identify strategies to pass on your wealth to your loved ones without unduly enriching the government.

Contact: Deborah A. Riley

Contact: Carl Marucci

Summary: Personal and business banking.

Contact: Kimberli Adamchick, Branch Manager

Hours: 8am-5pm Monday through Thursday Friday 8-6 and Sat. 9-12.

Contact: Ed Barone

Summary: Credit union