Banking, Finance, & Money
AmeriCU Credit Union*
About: AmeriCU serves over 160,000 members with 20 locations throughout Central and Northern New York. At AmeriCU, they believe today more than ever, real connections matter. Whether it’s connecting you with the right people to help you succeed, solutions to achieve your goals or modern technology to make banking easier, AmeriCU has everything you need to connect you where you are and where you want to be. In person, online or anywhere in between, they're here to create meaningful connections that make you feel like you belong.
Address: 82 Albany St, Cazenovia, NY 13035
Contact: Vanessa Szwejbka
Phone: 315-730-7861
Email: vanessa.szwejbka@AmeriCU.org
Website: www.americu.org
Facebook: www.facebook.com/AmeriCU
Instagram: www.instagram.com/americucreditunion
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Community Bank, N.A.*
About: Citibank, N. A. is the primary U.S. banking subsidiary of financial services multinational Citigroup. Citibank was founded in 1812 as the City Bank of New York, and later became First National City Bank of New York.
Address: 48 Albany St, Cazenovia, NY 13035
Contact: Barbara Houghton, Bank Manager
Phone: (315) 655-3402
Email: corpcom@cbna.com
Website: www.cbna.com
Facebook: facebook.com/communitybankna
Instagram: instagram.com/communitybankna
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Cooper Bookkeeping*
About: At Cooper Bookkeeping, we understand that every small business is unique. We are dedicated to providing you with the highest quality of accuracy in our bookkeeping services and supporting you in achieving your financial objectives.
Address: 7306 US-20 Madison, NY 13402
Contact: April Pavlus
Phone: 315-366-1946
Email: info@cooperbookeeping.com
Website: www.cooperbookkeeping.com
Facebook: facebook.com/cbookkeeping
Instagram:
Additional Links: www.cazenovia.com/post/meet-a-member-why-i-became-a-bookkeeper-and-how-i-can-help-your-business-thrive-by-april-pavlus
*Woman-Owned Business*​
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Fust Charles Chambers, LLP*
About: We are a professional service firm that provides accounting, audit, tax and advisory services to Upstate NY businesses, not-for-profit organizations, and individual clients.
Address: 220 S. Warren St., Syracuse, NY 13202
Contact: Andrew Mistur, Partner, CPA
Phone: 315-446-3600
Email: amistur@fustcharles.com
Website: www.fustcharles.com
Facebook:
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Geddes Federal Savings & Loan*
About: We're proud to serve you! As a valued member of our financial "family", your needs are our #1 priority. That's why we offer a wide variety of products and friendly, reliable service - all in one convenient place.
From checking or savings accounts to loans, CD's and IRA opportunities, we offer the latest in services, along with some of the most competitive rates and reasonable fees available.
Address: 240 West Seneca Street. Manlius, NY 13104
Contact: Linda Meade
Phone: 315-362-2640
Email: lmeade@geddesfederal.com
Website: www.geddesfederal.com
Facebook: facebook.com/geddesfederal
Instagram:
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H & R Block*
About: Tax preparation and business services.
Address: 138 Albany St., Cazenovia, NY 13035
Contact: Diana Carpenter
Phone: (315) 655-2784
Email: diana.carpenter@hrblock.com
Website: www.hrblock.com​
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Hansen's Advisory Services Inc.*
About: At Hansen's Advisory Services, Inc., we help clients achieve their financial goals - whether modest or ambitious - with integrity and personalized guidance. We prioritize understanding each client's unique values and circumstances, offering tailored investment advice and financial planning in a respectful, client-focused environment. Our approach includes expertise in Socially Responsible Investing for those who want their portfolios to reflect their principles. Join a team that values care, trust, and meaningful financial partnerships.
Address: 7067 E. Genesee St., Fayetteville, NY 13066
Contact: Gayle Olivette
Phone: (315) 637-5153
Email: info@hansensadvisory.com
Website: www.hansensadvisorycom
Facebook: www.facebook.com/hansensadvisoryservices
*Woman Owned Business
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Key Bank*
About: Financial Institution; active within the community as well as delivering finanical growth to our clients.
Address: 138 Albany St., Cazenovia, NY 13035
Contact: Dustin Williamson
Phone: 315-264-3073
Email: dustin_williamson@keybank.com
Website: www.keybank.com/personal/index.html
Facebook:
Instagram:
Morse Returns*
About:
Address:
Contact: Charity Morse
Phone:
Email:
Website:
Facebook:
Instagram:
Additional Links:
*Woman-Owned Business*​
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Rockbridge Investment Management, LLC*
About: Rockbridge Investment Management, LLC, are fee only financial advisors and planners in Syracuse, NY, focused on providing rock-solid advice you can understand.
Address: 220 S. Warren St., Floor 9, Syracuse, NY 13202
Contact: Craig Buckhout
Phone: 315-671-0588
Email: info@rockbridgeinvest.com
Website: www.rockbridgeinvest.com
Facebook: facebook.com/rockbridgeinvest
Instagram: instagram.com/rockbridgeinvest
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About: Tax and accounting services
Address: 130 Albany St., Cazenovia, NY 13035
Contact: Jill Ryan
Phone: 315-655-9361
Email: ryancpa@windstream.net
*Women-Owned Business*