Syracuse (Wealth Management Services Only)
706 North Clinton Street
Syracuse, NY 13204
- T: 800-234-5228
Jim has more than 27 years of experience in the investment and financial services industry. He began his career working in the trust department of a leading Upstate New York bank where he advanced quickly to providing personalized investment/asset management and retirement plan services to the bank’s customers.
Jim expanded his career with several other banks in the region, where he was manager of several pension administration departments within their trust divisions.
Jim works with a team of highly skilled individuals atCommunity Investment Services to provide financialservices 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