Name

Phone () -

E-mail Address

Employer Name:

New Client to CCFS? Yes No

Branch nearest you - Select - Albany (Main office) Clifton Park Colonie Latham Niskayuna

 
Please help us schedule your appointment by providing your 3 date and time preferences. Please call (518) 782-0209 or email us for availability of weekend appointments. Please note we will schedule your appointment at least one week from today.

How did you hear about us:
Current client, if so who?
Family member
Fellow Employee, if so who?
Employer Workshop/Seminar
Lines of Communication
Lobby Promotion
Web site
Other (please provide)

Please complete the Client Profile and send back to us before your scheduled appointment.

How would you prefer we contact you? E-mail or Phone

If you have any questions, feel free to call us at 518.782.0209 or 800.688.1045. You will be contacted the following business day to confirm your appointment. Please bring all items or documents you feel are pertinent to the appointment.