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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:

Sandra Kalbach

Sandra Kalbach, Vice President
Trust Manager

Phone: 315-484-2262 
Fax: 315-488-9175 

Trust Services: [email protected]

invTeam Jeff Culver

Jeffrey Culver, Assistant Vice President*
Trust and Investment Officer

Series 7 & 63
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 BrokerCheckOpens a New Window..

invTeam Dan Duffy

Daniel Duffy, Associate Officer*
Trust and Investment Representative

Series 7, 63, & 65
Phone: (315) 484-2268 
Fax: (315) 488-9175 

Trust Services: [email protected]
Investment Services: [email protected]

Check the background of this investment professional on FINRA’s BrokerCheck.

luke ferree

Luke Ferree
Client Services

Phone: (315) 701-5273 
Fax: (315) 488-9175 
[email protected]

invTeam Bridget Swanka

Bridget Swanka
Client Services

Phone: (315) 484-2237 
Fax: (315) 488-9175 

Trust Services: [email protected]
Investment Services: [email protected]

*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.