Charles Nicosia is a highly experienced Financial Consultant, who is dedicated to providing integrated wealth management strategies to help clients meet important financial goals.
Charles holds a B.S. in Business Economics & Finance from SUNY College at Oneonta. He is an active member of the Oneonta community, serving as Director and Board Secretary of the Oneonta Rotary Fund.
Charles works with a team of highly skilled individuals at Community Bank Wealth Management to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit