Strategic alliance partners

Life is better with a plan. It is our mission to help people and businesses achieve confidence, clarity, security, and peace through financial planning.

Capital Bank was founded in 1995 by a group of Albany-based business people and community leaders. For 15 years, Capital Bank continued to grow and expand to meet the needs of the Capital Region. As a community bank, Capital Bank is proud to offer personal banking and small business loans in Albany, NY and the Capital District. We also have decades of experience in helping first time home buyers find mortgages in Albany, NY.

In 2011, Capital Bank joined forces with a strong community bank in the Southern Tier of New York State. Capital Bank now operates as a division of Chemung Canal Trust Company with convenient offices across the Capital Region

We bridge the gap between the CEO and the CFO.

CEFO Advisors offers a unique blend of consulting and out-sourced services to assist owners and management teams in all stages of business.

We recognize that your small-to-medium sized business does not need a full-time CFO. What you do need is objective advice to help you make smart decisions based on real information. You need steady guidance as you move toward your goals and the competence of a qualified financial team that operates in sync with you.

Couch White, LLP is an Albany-based law firm with a national practice dedicated to the cost-effective resolution of legal problems and consummation of complex transactions for an extensive list of clients across practice areas that include energy, environmental, corporate & commercial transactions, real estate, construction and commercial and complex litigation law.

Using EOS ®, we’ve helped business owners get what they want: a company that works together towards achieving the owner’s vision – in a healthy way. In over 700 sessions and counting, we’ve helped 70+ leadership teams across the United States to break through and become more effective – 15% revenue growth on average year over year, almost 50% of the companies are now ranked among Best Places to Work, and survey results indicating almost 90% employee satisfaction.

Founded in 2022, Mohawk Insurance Services brings more than 100 years of combined insurance experience to service businesses, organizations, and individuals throughout New York and across the nation. We represent the leading regional and national insurance companies, providing our clients with the most comprehensive coverage, price, and service options available in the marketplace. With experienced team members in global partnerships and complex policies, we're determined to find the best solutions for businesses big and small.

A bank you can believe in.

At NBT Bank, we balance good, old-fashioned business sense with forward thinking. We know our communities and the people in them. We understand that local businesses are the lifeblood of their communities. That is why we work with businesses of all sizes to develop individualized plans that help foster their success.

We are the first and only "all-in-one" cybersecurity provider exclusively dedicated to protecting small businesses.

Our Solutions:

Protect you from ransomware, wire fraud, theft and breaches

Help you manage and comply with regulatory requirements

Defend you no matter where you are - on premises or in the cloud

We make cybersecurity simple and affordable.

At Phillips Lytle, we know only one approach to client service. It’s practiced by every one of our attorneys in each of our eight offices. It’s why we’ve been doing what we do for more than 185 years. It’s ingrained in who we are. It’s The Phillips Lytle Way.

We’re fully dedicated to our clients and our work on their behalf. We learn how each defines success, and then help identify how to get there. We learn all there is to know about a client’s business and industry, formulating strategies aimed at the best decisions that fit within defined goals. And we prove our worth as go-to members of the team at every turn.

Sandler Training partners with companies to implement repeatable processes by training their sales teams, sales management teams and customer service teams which results in increased sales and customer retention.

Warren Zeiser provides Executive Leadership Coaching, Business Growth Consulting, and is a high-energy Keynote Speaker. Current and former clients include high-profile brands such as Death Wish Coffee, Beekman 1802, Chevron, CommerceHub, Nuvalence, CEFO Advisors, and Brooks’ BBQ. Warren has started and turned around several companies throughout his career. He uses his real-world experience, combined with a no-nonsense approach, to help companies and business leaders reach their full potential.

EO Partners provide benefits to members (discounts, upgrades, exclusive access) and EO (cash contributions, in kind contributions, brand affiliation) and are selected by EO members and approved by the Global Board.