TOOLKIT CONNECTIONS: FINANCIAL SERVICES

As part of its Back to Business Re-opening Toolkit, CenterState CEO is identifying member companies able to provide critical services, products and resources as businesses begin to return to onsite operations, develop their re-opening plans, and ensure the safety of their employees, customers and clients.

The following CenterState CEO members offer financial services and advising, lending, and banking solutions.

Citizens Bank - NY

www.citizensbank.com

(315) 385-2455

BNY Mellon

www.bnymellon.com  

(315) 765-4700

Janney Montgomery Scott, LLC

www.janney.com  

(315) 445-5900

The Hamilton Group

www.hamiltongroup.net

(315) 413-0086

T. Gschwender & Associates, Inc.

www.tgschwender-assoc.com

(315) 701-1293

Geddes Federal Savings & Loan Association

www.geddesfederal.com

(315) 468-6281

Five Star Bank

www.five-starbank.com

(315) 787-3104

Equitable

www.equitable.com

(315) 477-3000

MONEY Federal Credit Union

www.moneyfcu.org

(315) 671-4000

Countryside Federal Credit Union

www.countryside.org

(315) 445-2300

MSA Advocates, Inc.

www.msaadvocates.com

(315) 472-7965

Chase

www.chase.com

(315) 448-1426

J.W. Burns & Company Investment Counsel

www.jwburns.com

(315) 449-1341

Brackens Financial Solutions Network, LLC

www.brackensfsn.com

(315) 930-4499

Bonsai Finance.com Inc.

www.bonsaifinance.com

(888) 790-0783

Berkshire Bank

www.berkshirebank.com

(315) 433-0111

Bankers Healthcare Group

www.bankershealthcaregroup.com

(866) 588-7910

Bank of America Merrill Lynch

www.bankofamerica.com

(315) 477-5826

Crown Risk Management, LLC

www.crownrisk.com

(315) 428-3830

Reagan Companies

www.reagancompanies.com

(315) 673-2094

Urist Financial and Retirement Planning

www.lpl.com\urist.financial

(315) 445-2147

Upstate Financial Network

www.upstatefinancialnetwork.com

(315) 682-0348

Tompkins Trust Company

www.tompkinstrust.com

(315) 888-8020

The Summit Federal Credit Union

www.summitfcu.org

(800) 836-SFCU

Summer Street Capital Partners

www.summerstreetcapital.com

(716) 566-2900

Solvay Bank

www.solvaybank.com

(315) 468-1661

Seneca Savings

www.senecasavings.com

(315) 638-0233

M&T Bank

www.mtb.com

(315) 424-5055

SEFCU

www.sefcu.com

(518) 464-5270

Visions Federal Credit Union

www.visionsfcu.org

(800) 242-2120

Pursuit

www.pursuitlending.com

(315) 453-8195

Primerica Financial Services

www.primerica.com

(315) 708-3868

Powers Wealth Management/UBS Financial Services, Inc.

www.ubs.com/fa/colettepowers

(315) 473-7117

Planned Results, Inc.

www.raymondjames.com/plannedresults

(315) 422-7096

Northwestern Mutual

www.syracuse.nm.com

(315) 671-1800

Morgan Stanley

www.morganstanleybranch.com/syracuse

(315) 448-3400

Madison Planning Group, Inc.

www.madisonplanning.com

(315) 251-2510

The Seneca Group

www.ubs.com/team/thesenecagroup

(315) 473-7135

Strategic Financial Services, Inc.
www.investstrategic.com
(315) 724-1776