Investment Management Services
Experience and trust are imperative when selecting a financial partner–especially when it comes to investing your hard-earned money. We have the expertise to manage your portfolio and the personal touch to administer your estate. Schedule a consultation with one of our friendly experts today.
Our Investment Services include:
- Investment Management Services
- Retirement Planning Services
- Personal Trust and Estate Planning
- Life & Long Term Care Insurance
- Employee Benefit Services
- Brokerage Services*
For more information about our investment services or to schedule a personal consultation, contact:
Kevin Sullivan, Vice President
Department Manager
Senior Investment & Trust Officer
(315) 484-2262 Phone
(315) 488-9175 Fax
Jeffrey Culver, Assistant Vice President
Trust and Investment Officer
(315) 484-2259 Phone
(315) 488-9175 Fax
Steven Grzelka, Assistant Vice President
Trust and Investment Officer
(315) 484-2268 Phone
(315) 488-9175 Fax
David Stanton
Trust and Estate Administration
(315) 468-1661 x3215 Phone
(315) 488-9175 Fax
Bridget Swanka
Client Services
(315) 484-2237 Phone
(315) 488-9175 Fax
*Securities offered through Cadaret Grant & Co., member FINRA/SIPC. Insurance products offered through Cadaret Grant or its licensed affiliates. Solvay Bank and Solvay Bank Investment Services are not registered broker/ dealers and are not affiliates of Cadaret Grant. The investment products sold through Cadaret Grant are not insured by Solvay Bank and are not FDIC insured. These products are not obligations of Solvay Bank and are not endorsed, recommended, or guaranteed by Solvay Bank, or any government agency. The value of the investments may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Important Investor Information: Brokerage and insurance products are: Not FDIC Insured. Not Bank Guaranteed. May Lose Value.
