Investment Team
To make wise investment choices you need to know about tax laws*, current and pending legislation, market and bond trends, and have a deep understanding of investing principles. But for many people, committing that kind of time to research isn't possible. That's where a PRIMEVEST Investment Executive can help. With products available through PRIMEVEST Financial Services, an independent, registered broker dealer, experienced, licensed, and registered team of Investment Executives will work with you to create a personal investment strategy for helping you reach your financial goal-whether you are saving for retirement, funding a college education, or developing a well-rounded portfolio.
Meet our Investment Team
Registered Representatives
Robert Baker - ext. 3281
Richard Jeffreys, CFP - ext. 3233
Louis Conti - ext. 3339
Mona Fahmy - ext. 4509
Richard Spriggs - ext. 4114
Carl Janasiewicz - ext. 3343
John Tatarzewski - ext. 3358
James Cozza - ext. 4208
Sales Assistants
Darlene Coulum - ext. 3315
Knowledgeable Investment Executives can help you develop a plan to fulfill your financial goals.
Schedule a complimentary consultation at your nearest Ulster Savings Bank location by calling our Customer Service Center at (866) 440-0391 Ext. 3315 Monday through Friday, 8:30 am - 5:00 pm.
PRIMEVEST Financial Services, Inc. is an independent registered broker/dealer and registered investment adviser. Member FINRA/SIPC. Securities and insurance products offered by PRIMEVEST: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not a deposit * Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PRIMEVEST Advisory Services Agreement and disclosure brochure as provided. * Neither PRIMEVEST nor any of its representatives may give legal or tax advice. FINRA Registered Branch: 180 Schwenk Drive, Kingston, N.Y. 12401
View PRIMEVEST privacy policy and other important information.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
