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    Home > Personal Banking > Trust > IRA’s, Financial Consulting & Money Management


    IRA's, Financial Consulting & Money Management


    No Pressure. No Sales. Just Talk.

  • IRA's, Financial Consulting & Money Management
  • Trust vs. Will
  • Types of Trusts
  • View Your Portfolio Account Link (PAL)

  • We offer a variety of services to meet your unique needs.

    Our services can be utilized in full or we can work under your direction. We're happy to meet with you at your convenience to show you your options.

    Custody Agreement: While leaving the investment decisions up to you, we will take care of the time-consuming details and investment transactions without high brokers' commissions.

    Investment Advisory: If you can't take the time to research all of the different possibilities, let us do it for you.

    Self-Directed IRA/Roth IRA: We work with you to make the best possible investments.

    Trust Agency: A Trust Agency account with Oneida Savings will provide some relief from the responsibilities of being named Trustee.

    Trustee: Oneida Savings Bank can serve as Trustee of your Living Trust or Testamentary Trust.

    Estate Settlement: Executors carry out wishes stated within a Will. The responsibilities are many and diverse. As an impartial Corporate Executor, we can perform these duties.

    Estate Agency Agreement: Oneida Savings will be able to assist with your executor duties.



    Not FDIC insured. No bank guarantee. May lose value.
     


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    Trust & Investment Services
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