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

Phone: (315) 484-2268

Fax: (315) 488-9175

Sharon Mitchell

Account Administration & Service

Phone: (315) 484-2274

Fax: (315) 488-9175

Bridget Swanka

Client Services

Phone: (315) 484-2237

Fax: (315) 488-9175

Insurance and fixed annuities are offered through Solvay Bank Insurance Agency, Inc., a subsidiary of Solvay Bank. Insurance policies are obligations of the insurers that issue the policies. Solvay Bank Insurance Agency, Inc. is licensed to sell insurance in New York State and acts as agent for the issuing insurers.

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.