Sterling, Purshe K

Benefit Planning Services Inc is a reputable company based in Albany, NY, specializing in providing comprehensive benefit planning solutions to individuals and businesses. The company offers a range of services aimed at helping clients navigate the complexities of benefit planning, ensuring they make informed decisions that align with their financial goals and needs. Generated from their business information

Choreo, based in Albany, is a comprehensive wealth management firm that recently acquired Cherry Bekaert Wealth Management. Clients can access their portal during the transition period and are encouraged to visit the new website for more information. With a focus on providing top-notch financial services, Choreo offers a seamless experience for clients seeking expert advice and support. For any inquiries or assistance with accessing the new site, individuals can reach out to the marketing team at Choreo. Generated from their website's infomation

With offices in Albany and Old Forge NY, Cody Wojdyla provides financial planning services from Albany to the Adirondacks. As a Certified Financial Planner, Cody helps individuals and small businesses form a comprehensive plan for their financial well-being. He specializes in retirement income planning, life insurance, long-term care & disability insurance, and employee benefits for businesses, including 401(k) plans and non-for-profit retirement plans. Cody holds his Series 7, Series 66, and Series 24 licenses, as well as his Life and Health insurance license and his NYS Partnership for Long Term Care Insurance license. He received his CFP designation in 2010.