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. Schedule a consultation with us today!
Our Brokerage Investment Services Include:
- Investment Advisory Services
- Life & Long Term Care Insurance
- Retirement Planning Services
- Employee Benefit Services
- Brokerage Services*
- Personal Trust Administration
- Annuities (Fixed & Variable)
- 529 College Savings Programs
- UTMA/UGMA Accounts
For more information about our Brokerage Investment Services or to schedule a personal consultation, contact:
Jeffrey Culver
Registered Representative | LPL Financial
Phone: (315) 484-2259
Fax: (315) 488-9175
[email protected]
Denis Petrovic
Registered Representative | LPL Financial
Phone: (315) 484-2262
Fax: (315) 488-9175
[email protected]
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Solvay Bank and Solvay Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Solvay Investment Services, and may also be employees of Solvay Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Solvay Bank or Solvay Investment Services. Securities and insurance offered through LPL or its affiliates: are not insured by FDIC or any other government agency, are not bank guaranteed, are not bank deposits or obligations and may lose value.