Our Firm
Community
Investment Services, Inc. (CISI) is a full service broker/dealer
which provides financial services to the customers of Community
Bank, N.A. in New York and through our affiliate, First
Liberty Investment Services at First Liberty Bank & Trust
branches in P.A.
Our
aim is to service our clients with a professional, attentive
demeanor while providing a complete range of products and
services to meet all of their financial services needs.
Each
of our Financial Consultants is Series 7 & 63 licensed
and life, health, and variable licensed by the New York State/Pennsylvania
Dept. of Insurance.
CISI encourages and promotes professional excellence
by our Financial Consultants; many of which have obtained
their Series 65 license, ChFC and/or CFP designations as well.
Financial
Consultants are supported in the field by our Customer Service
Department located in Lockport, NY.
This qualified team of licensed representatives provides
complete back office support for our CISI Financial Consultants.
Additionally, they handle all forms of servicing questions
and transactions for CISI Financial Consultants, bank branch
personnel, or the customers directly.
It
is the mission of Community
Investment Services, Inc. to assist our clients in recognizing
and achieving their financial goals utilizing a consultative
approach that includes understanding their needs and responding
with appropriate financial recommendations while maintaining
a high level of integrity.
We
have made a commitment to outstanding customer service while
operating a well-managed profitable company.
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