Overview

We are a investment subsidiary of an exchange listed financial institution. Our clearing firm is LPL Financial. We are seeking to expand our footprint in the markets we serve. We currently have 34 branch banking locations throughout the Southern Tier of New York, The Northern Tier of Pennsylvania and the Capital region of New York State. We have an interest in purchasing an RIA or an established investment practice .

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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