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Paul Winkler Joins ESL Investment Services as Wealth Manager and Retirement Plan Consultant

Rochester, NY — ESL Investment Services is pleased to welcome Paul Winkler to the role of wealth manager and retirement plan consultant. In this capacity, Winkler will serve as a retirement plan consultant alongside the organization’s team of wealth management professionals. His responsibilities include retirement plan consultant services, employee education, fiduciary governance support, and retirement plan education services for ESL Investment Services clients and Greater Rochester businesses.

Winkler brings more than 14 years’ experience in the financial services industry and six years in the retirement record keeping and administration industry. He most recently served as a retirement plan consultant with Focused 401(k) Partners, servicing business and corporate clients with their retirement plan needs.

Winkler holds a bachelor’s degree in business administration from SUNY Brockport. He has earned industry certifications of Accredited Investment Fiduciary ® (AIF) Certified Plan and Fiduciary Advisor (CPFA). Winkler also serves on the membership committee of the Pittsford Chamber of Commerce.

He is a resident of Pittsford with his wife, and two children.

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 alleviating worry 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 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 $873.7 million in assets under management and $927.5 million in assets invested as of December 31, 2021.

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
Vice President, Corporate Communications
rpulvino@esl.org
585.336.1009