Wealth Management

Wealth Management

Bank of Greene County Wealth Management provides personalized, comprehensive wealth management services ranging from investment and financial planning services to concierge level Private Banking. Our team of Investment Services representatives and Private Bankers are here to help you plan for the future, manage your hard-earned wealth, and have more time to enjoy your life!

Learn how our Wealth Management professionals can help you today!

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.
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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.

Non-deposit products; Are not FDIC insured; Are not deposits; May lose value.