Trust & Investment 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 Trust & 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 trust & investment services or to schedule a personal consultation, contact:

Kevin Sullivan, Vice President*

Department Manager

Senior Investment & Trust Officer

Phone: (315) 484-2262

Fax: (315) 488-9175

Jeffrey Culver, Assistant Vice President*

Trust and Investment Officer

Phone: (315) 484-2259

Fax: (315) 488-9175

Daniel Duffy*

Trust and Investment Representative

Phone: (315) 484-2268

Fax: (315) 488-9175

Jonathan Rioux

Client Services

Phone: (315) 484-2274

Fax: (315) 488-9175

Bridget Swanka

Client Services

Phone: (315) 484-2237

Fax: (315) 488-9175

*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.

Investment and insurance products ● are not deposits ● are not FDIC-insured ● are not insured by any government agency ● have no bank guarantee ● may go down in value.