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Generations Investment Services

Providing all of your Financial Planning Needs

Just the Facts…A Plan for Life

It all begins with a very thorough fact finding interview, so that we can gain a complete understanding of your circumstances. If need be, we can help you address any problem areas that exist. Then we start the process of improving investment quality and this often is done while simplifying one’s existing investments. After that we help you establish the financial systems to carry you to your investment goals.

Working Closely Achieves the Greatest Success

Finally, we maintain and adjust your plan over time so that you succeed. Regular contact and communication is vital as financial planning is a team effort. Our research has shown that those clients who work most closely with us have achieved the greatest success.

George Awad, ChFC

AVP - Investment Advisor Representative, Registered Principle

Office: 315.568.1105 // Email
Cell: 315.694.6658 // Fax: 315.568.1888

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  • Asset Management
  • Bonds
  • CDs
  • Common Stock
  • Fixed Annuities
  • Variable Annuities
  • Mutual Funds
  • Money Market Funds
  • Real Estate Investment Trust’s
  • Limited Partnerships

Retirement Planning

  • Individual Retirement Account (IRA)
  • Simple IRA
  • Roth IRA
  • Stretch IRA
  • Profit Sharing
  • Defined Benefit Plans
  • 401K
  • 403 (b)

(Individual & Group)

  • Disability
  • Life
    • Term
    • Universal
    • Variable
    • Whole Life
  • Long Term Care
  • Medical
  • Property & Casualty

College Planning

  • College Savings Plans (529)
  • Coverdell Education Savings Account (formerly Education IRAs)
Contact Information


Securities and investment advisory services are offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC and a registered broker-dealer. Insurance products and services offered through Generations Agency, a wholly owned subsidiary of Generations Bank. Insurance and Investment products are NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK AND MAY GO DOWN IN VALUE. Securities and investment products and services are subject to investment risk, including the potential loss of the principal invested. Cadaret, Grant & Co., Inc., is not affiliated with Generations Bank, its affiliates, or subsidiaries. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Individual situations may vary.  Registered to offer securities in the following states: New York, Colorado.