Lloyd Cristman

AIF®, Financial Consultant
518-903-8408

7812 Turin Road
Rome, NY 13440
T: 315-356-4972
F: 315-356-2005

Bio

Lloyd, an Accredited Investment Fiduciary, has more than 6 years of experience in the financial services industry. Lloyd began his career as a paralegal and then moved on to Norstar Bank and Trust Company where he managed the pension administration department through several bank mergers to assist clients with the successful operation of their retirement plans. He is committed to providing wealth management strategies that are custom tailored to address his client’s important financial goals by offering financial advice to individuals, families, businesses, and non-profit organizations.