Greene Investment Services

Greene Investment Services

The personal service you’ve come to expect from the Bank of Greene County is at the center of our investment services philosophy. Whether you are investing as an individual or on behalf of a company or nonprofit organization, our certified investment consultants will work with you to build strategies aimed at helping you achieve your financial goals. Email us or contact one of our representatives to discuss your investing goals:

Greene Investment Services is listed as one of the top Wealth Management Firms in the Capital District according to the Albany Business Review!

Greene Investment Services Brochure

Retirement Services

  • 401K & 403B Plans
  • 401K Rollovers
  • Individual Retirement Accounts (IRAs)
  • SEP IRAs & Simple IRAs
  • Retirement Planning

Family Wealth Management

  • 529 College Savings Plans
  • Life Insurance
  • Long Term Care Insurance

Employer Services

  • Employee Benefit Plans
  • Small Business Retirement Plans

Individual Investing

  • Brokerage Service
  • Tax-Deferred Annuities
  • Mutual Funds
  • Stocks & Bonds
  • Exchange-Traded Funds (ETFs)

Log Into Your Existing Greene Investment Services Account

Timothy J. Bartholomew
Senior Investment Executive
518-943-3700 x2106

John Heitzman
Investment Executive
518-943-3700 x2910

Claudio Mastroianni, CFP®
Investment Services Representative
518-943-3700 x3215

 

Sandra G. Bocchimuzzo
Investment Services Representative
518-943-3700 x2113

Shyanna Curless
Administrative Assistant
518-943-3700 x2114

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA /SIPC. Greene Investment Services, located at the Bank of Greene County, is a trade name of the Bank of Greene County. Osaic Institutions and the Bank of Greene County are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
brokercheck.finra.org/

Please Note: Any hyperlink from this website to other websites are for information purposes and convenience only. The Bank of Greene County accepts no liability for any loss or damage arising directly or indirectly (including consequential loss) from the accuracy or otherwise of the materials or information contained on the pages of such sites or loss arising directly or indirectly from defects within such sites. The inclusion of hyperlinks does not imply any endorsement by the bank of any materials on such sites.