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Educational PDFs

Do You Consider Taxes as You Invest?

Tips for Managing Your Small Business Through Trying Times

What to Know Before You Relocate in Retirement

Additional Info

Community Bank N.A. Site

 

     

Contact Info

  5790 Widewaters Pkwy Ste 170,
Syracuse, NY 13214

 

  1-800-234-5228
  info@communityinvestmentservices.com

 

 

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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.

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