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Trust and Asset Management

3880 Veterans Memorial Highway
Bohemia, NY 11716
631-285-6600

Welcome to Suffolk County National Bank’s Trust and Asset Management Group. As bank of choice of those seeking world class financial services, we seek to become an important financial partner to you, our clients. Whether a small business, a major corporation, a retiree or a young couple just starting out, our goal is to provide a comfort level of financial and investment services when and how you want them.

Unlike the vast majority of banking and financial services organizations, Suffolk County National does not practice a “silo” approach in serving your needs. Joint teamwork throughout lines of business is encouraged and through this synergy we strive to become your bank of choice.

Suffolk County National Bank’s Trust and Asset Management Group has been administering and managing estates, trusts and investment portfolios for over 117 years. Although located on Long Island, NY, we provide our services throughout the NY Metropolitan area and nationally. Let us demonstrate how we can help you achieve financial independence for yourself and your family. Through our financial and estate planning process, we can alleviate concerns surrounding the establishment of a trust; communicate the responsibilities of an executor and the estate settlement and trust administration process. The management of individual or corporate investment portfolios as well as IRAs and appropriate planning by our experts is also provided.

For information on our Trust and Asset Management Group, please call us at 631-285-6600.

Some investment products offered through the Trust and Financial Service Group are not FDIC insured nor offered or guaranteed by the Suffolk County National Bank. These products may involve investment risks including possible loss of principal amount invested.