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Home | Community Investment ServicesHome | Community Investment Services Skip to main content menu Home Team Client Portal Resources Financial Calculators Educational PDFs FAQ Contact Previous Slide◀︎ Next Slide▶︎ PROVIDING OPTIONS TOWARDS Financial Wellness What does your  Future Hold? What are your retirement goals? Relax... We have you covered In any good relationship, communication is key. That’s why our professionals take the time to listen carefully to every client. That way, we can learn about your situation and life goals and better understand what’s most important to you. This customer-centric approach enables us to help individuals manage their portfolios and plan for a better retirement. And it’s how we’re giving business owners options to make the most of their hard earned wealth. Our Services We can assist you in Comprehensive Financial Planning that includes:   Personal & Business Retirement Planning Education Planning Estate Planning Life, Disability & Long-Term Care Insurance Investment Management Individual Managed Advisory Accounts Additional Info Community Bank N.A. Site         Contact Info   5790 Widewaters Pkwy Ste 170, Syracuse, NY 13214     1-800-234-5228   info@communityinvestmentservices.com     Get in Touch You must have JavaScript enabled to use this form. Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. Leave this field blank 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. Community Bank and Community Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Community Investment Services, and may also be employees of Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Community Bank or Community Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.  Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CRS  © 2024 Community Investment Services All rights reserved.enen1727160032https://communityinvestmentservices.com

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