Local Business Directory
This directory is a compilation of contact information for local businesses and business services, but does not represent an endorsement by WEDC of individual participants on the list.
Finance & Insurance
Excelsior Growth Fund (EGF) promotes economic development and job creation in New York State by providing streamlined access to small business loans and business advisory services. Excelsior Growth Fund is a not-for-profit 501(c)(3) and certified by the U.S. Department of Treasury as a Community Development Financial Institution (CDFI).
Maximizing on wealth accumulation, protecting what individuals and businesses work so hard for and educating on making the best financial decision possible.
Training series and online support for interactive and advanced support are included.
Products include Insurance:
-Life,
-Disability (Short-Term and Long-Term),
-Health,
-Dental,
-Vision,
-Long Term Care
-Annuities
Systematic savings opportunities including retirement, college, emergency, vacation, and holiday savings plans.
Tax Planning and maximizing on tax refunds and lowering tax liabilities.
Holistic overall approach in capturing a financial picture so all financial decisions work well with the entire budget, savings, and expenditures.
Training series and online support for interactive and advanced support are included.
Products include Insurance:
-Life,
-Disability (Short-Term and Long-Term),
-Health,
-Dental,
-Vision,
-Long Term Care
-Annuities
Systematic savings opportunities including retirement, college, emergency, vacation, and holiday savings plans.
Tax Planning and maximizing on tax refunds and lowering tax liabilities.
Holistic overall approach in capturing a financial picture so all financial decisions work well with the entire budget, savings, and expenditures.
We help Main Street families get the protection they need at a price they can afford, invest for the future and get out of debt. We teach families fundamental financial principles that aren't taught in school and we give them an opportunity to build a business and transform their life.
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