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:
Jeffrey Culver, Vice President*
Trust & Investment Department Manager
Registered Representative – LPL Investments
Phone: (315) 484-2259
Fax: (315) 488-9175
Trust Services: [email protected]
Investment Services: [email protected]
Check the background of this investment professional on FINRA’s BrokerCheck .
Denis Petrovic
Trust & Investment Banking Officer
Phone: (315) 484-2262
Fax: (315) 488-9175
[email protected]
Luke Ferree
Trust & Investment Banking Officer
Phone: (315) 701-5273
Fax: (315) 488-9175
[email protected]
Eileen Cramer
Trust & Investment Assistant
Fax: (315) 488-9175
Danielle Kirkpatrick
Trust Operations Administrative Assistant
Phone: (315) 484-2237
Fax: (315) 484-9175
[email protected]