Chuck joined Benefit Consulting Group, now Community Investment Services, Inc., in 2006 in the Pension Administration Division where his responsibilities included plan design, compliance testing, evaluating plan documents, performing benefit -calculations and researching compliance issues.Chuck works closely with clients in the areas of plan design, plan compliance, investment review, and participant education including group and individual enrollment meetings.
Peter Albano is an Accredited Investment Fiduciary® who is dedicated to providing integrated wealth management strategies to help clients meet important financial goals.
Peter has over 33 years of experience as a Financial Consultant and Portfolio Manager, and holds a B. in Business Administration from Delaware Valley College.
Investment Services offered by Registered Representatives of INVEST Financial Corporation, member FINRA/SIPC. Please consult a tax or legal professional for guidance on your particular situation.
INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with Community Investment Services, Community Bank, N. Products offered are: Not FDIC insured · Not a deposit or other obligation of any bank or guaranteed by any bank · Subject to risks including the possible loss of principal amount invested.
With locations across Upstate New York and Northeastern Pennsylvania, CBNA offers personal loans, mortgages, checking and savings accounts, credit and debit cards, online banking, mobile banking, commercial loans, cash management and more.