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 Administration
- Estate Planning Services
- Employee Benefit Services
- Custody Services
For more information about our trust & investment services or to schedule a personal consultation, contact:
Jeffrey Culver, Vice President
Trust & Investment Department Manager
Phone: (315) 484-2259
Fax: (315) 488-9175
[email protected]
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
Banking Officer, Trust Administrator, Compliance & Operations
Fax: (315) 488-9175
Danielle Kirkpatrick
Trust Operations Administrative Assistant
Phone: (315) 484-2237
Fax: (315) 484-9175
[email protected]
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.