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ESL Investment Services Announces Expansion of its Retirement Plans Group

The team strengthens company’s focus on employer retirement plan offerings for businesses and their employees

Rochester, NY — ESL Investment Services is pleased to announce the expansion of its Retirement Plans group to offer business owners, corporations, and non-profit organizations with a full suite of retirement plan consultant services. These services include access to employer-sponsored retirement plans, investment oversight assistance, employee education, fiduciary governance support, and plan education services for businesses throughout Greater Rochester.

“This is an example of our commitment to serve and support the Greater Rochester business community.” said Leo Iacobelli, President & Chief Operating Officer, ESL Investment Services. “The team brings years of experience and knowledge to help ensure businesses and their employees have access to suitable retirement plan offerings to help match their business and individual goals.”

The Retirement Plans group has extensive experience in retirement plan solutions and comprehensive wealth management planning.

  • Joseph A. Cappello and Paul Winkler will serve as retirement plan consultants. In this role, they will assist Greater Rochester businesses in identifying, implementing, and the ongoing evaluation of employer-sponsored retirement plan offerings
  • Rob Wright serves as retirement specialist. In this role Wright works closely with retirement plan participants to provide retirement plan education and solutions and help ensure their savings strategy aligns with their retirement and long-term planning objectives.

To learn more about the Retirement Plans group, visit

About ESL Investment Services

ESL Investment Services entered the investment services business in 1997 and has expanded exponentially, bringing about new capabilities and services while providing the personalized experience our customers are accustomed to.

Today, ESL Investment Services provides holistic planning and management services to individuals, families, businesses and organizations throughout Greater Rochester. It’s more than just planning for retirement. It’s helping to manage risk and establishing confidence in your or your organization’s financial goals and future.

ESL Investment Services employs a team of approximately 50 professionals who provide sound investment advice and support through LPL Financial to Greater Rochester community members to help move them steadily forward toward their goals. Services include planning for retirement, wealth management, insurance, education, and investment and planning for businesses and corporations. ESL Investment Services has $839 million in assets under management and $908 million in assets invested as of June 30, 2023.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:

For more information, contact:

Rich Pulvino, APR
VP/Director, Marketing