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Two ESL Investment Services Employees Make List of Top Investment Advisors by Bank Investment Consultant Magazine

Rochester, NY — ESL Investment Services, LLC is pleased to announce that wealth advisors Allen Cantoni and Joseph Cappello were recently named to the list of Top 100 Investment Advisors by Bank Investment Consultant magazine. The ranking* recognizes advisors with the highest average production across the industry.

From among 100 advisors, Cappello appeared on the list for the third consecutive year and was ranked 25. Cantoni appeared on the list for the second consecutive year, ranking at 82.

The honorees are profiled in the December 2017 issue of Bank Investment Consultant magazine.

Allen Cantoni was hired as financial consultant for ESL Investment Services in 2015 and was promoted to wealth manager in 2017. Prior to joining ESL, Cantoni served as a financial consultant for AXA Advisors and M&T Securities respectively. Cantoni holds a bachelor’s degree in business administration from the University of New York at Buffalo. He resides in Mendon.

Joseph Cappello has more than 20 years of experience in the financial services industry. Cappello joined ESL Investment Services in 2009 as wealth manager. Prior to his employment at ESL, Cappello served as a portfolio manager within the Private Wealth Management Group at JPMorgan Chase. He resides in Webster with his wife and two children.

* Bank Investment Consultant is a leading financial service industry magazine, and the annual Top 100 Bank Advisors list recognizes a distinguished group of bank and credit union advisors from throughout the country who have excelled in a number of key areas, including: 2016 assets under management (AUM); percentage change in AUM from the prior year; trailing 12-month production; percentage growth in production; amount of fee-based business; and the ratio of production to AUM.

About ESL Investment Services, LLC

Established in 1996, ESL Investment Services, LLC, provides a full range of financial services, including retirement planning, insurance, financial planning, and wealth management.

Fixed annuities and insurance are offered through ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union. ESL Investment Services, LLC, and ESL Federal Credit Union are not insurance companies or insurance underwriters. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL Financial and its affiliates.

ESL Investment Services, LLC, and ESL Federal Credit Union are not affiliated with LPL Financial or its affiliates.

Securities and advisory services offered through LPL Financial, member FINRA/SIPC, and a Registered Investment Advisor. Insurance products may also be offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Idaho, Kansas, Maine, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Wyoming.

For more information, contact:

Rich Pulvino, APR
Manager, Corporate Communications
rpulvino@esl.org
585.336.1009