IMPORTANT BRANCH UPDATES AS OF 1/15/2021:

ALBANY BRANCH TEMPORARILY DRIVE-THRU ONLY – LOBBY ACCESS BY APPOINTMENT ONLY

TROY BRANCH TEMPORARILY DRIVE-THRU ONLY - LOBBY ACCESS BY APPOINTMENT ONLY

With COVID cases on the rise in our communities, please understand that additional closures or changes to our branch availability may be necessary. Please call 518-286-1611 (Troy) or 518-456-1611 (Albany) to check branch availability or to schedule an appointment.

We encourage all members to utilize our night drop, ATM locations, digital banking or to contact us by phone when possible. For further details, please visit www.schoolfcu.com. Thank you for your patience and understanding.


Capital Financial Planning, LLC

Your Personal Wealth and Risk Manager - Bruce Gaynor

Investments

  • 403b
  • IRA, Roth IRA, SEP and SIMPLE IRA
  • Trusts and Estates
  • 529 College Savings
  • Small Business Retirement Plans
  • Stocks, Bonds, Mutual Funds, ETF's and More

Planning

  • Customized Financial Planning
  • Retirement Income Planning
  • Social Security Optimization

Insurance

  • Long Term Care
  • Term Life / Permanent Life
  • Disability


For more information, visit: http://capitalfinancialplanning.net/resource-center


To request an appointment, call 518-286-1611 (Troy) or 518-456-1611 (Albany) and one of our Member Service Representatives will assist you. Or reach Bruce directly by calling 518-867-4000 x126.


Bruce Gaynor MS ED.
, a former high school history teacher and Track and Field coach at Averill Park, is a 10 year veteran of the financial services business. Bruce's sons, Jack and Adam, are in college locally (RPI and Oneonta) and they can all be found on hiking trails most weekends. Specializing in educating his clients, Bruce wants them to make informed decisions and create financial plans that evolve throughout the phases of their lives.

email: Bruce.Gaynor@4cfp.net


Investment advice offered through Capital Financial Planning, a registered investment advisor. Capital Financial Planning is a separate entity from LPL Financial.

Securities offered through LPL Financial, Member FINRA/SIPC.

Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured | Not Credit Union Guaranteed | May Lose Value

* LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Co-Op Shared Branch

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Capital Financial Planning LLC

Your source for investment advice, financial plans, wealth management and investment advisory services.

Kasasa Care

Whether you’re looking to get a jump on Open Enrollment or get protection for your belongings or identity, we’re here to do the heavy lifting.

Foreign Currency

Traveling out of the country? Order your foreign currency ahead of time with eZforex.

Learning Center

Browse resources, links and information to help you manage your finances.