Lloyd Cristman

Office: 315-356-4972

Rome Griffiss Park
160 Brooks Road
Rome, NY 13476

Vernon
5238 West Seneca Street
Vernon, NY 13476

Westmoreland
4675 State Route 233
Westmoreland, NY 13490

Rome Turin Road
7812 Turin Road
Rome, NY 13476

Bio

Lloyd, an Accredited Investment Fiduciary, has more than 25 years of experience in the financial services industry. Lloyd began his career as a paralegal and then moved on to Norstar Bank and Trust Company where he managed the pension administration department through several bank mergers to assist clients with the successful operation of their retirement plans. 

He is committed to providing wealth management strategies that are custom tailored to address his client’s important financial goals by offering financial advice to individuals, families, businesses, and non- profit organizations. 

Lloyd works with a team of highly skilled individuals at Community Investment Services to provide financial services that include: 

  • Retirement Planning
  • Estate Planning
  • College Funding
  • Investment Planning
  • Insurance Services
Lloyd Cristman

Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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