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Why Choose ESL Trust Services?

Whether you’re an individual or company, you need a partner who has your best interests at heart, respects your confidentiality, and is your financial advocate. You want an impartial advisor who has the objectivity, sensitivity, and experience to give you peace of mind.

  • Local Trust Company

    Since 1920, our members have entrusted ESL Federal Credit Union to be the financial guardians of what they value most. ESL Trust Services, as a wholly owned subsidiary of ESL Federal Credit Union, brings that same trust to our clients. Our expansive stewardship includes a sophisticated suite of Trust Services delivered, as always, with our highest standards of integrity and service.

    Choosing this financial partner goes beyond the promise of portfolio performance. The people who manage your life’s work, your legacy and your beneficiaries’ future must be more than financially savvy—they must be trustworthy beyond reproach.

    As one of the region’s oldest and most established financial institutions, ESL has served individuals and businesses for generations. Our long-term relationships with clients and their families are based on mutual respect and understanding. ESL Trust Services continues that service by working with you one-on-one to discover your goals, evaluate any risks, and help you make profoundly personal decisions. We will listen to your deepest concerns and your loftiest goals, and we will work to earn your unshakable confidence in us.

    We welcome the opportunity to meet with you to discuss your particular situation. Personal service and complete discretion are the cornerstones of how we conduct business.

    Call 585.336.1300 to set up an appointment with ESL Trust Services today.

     
  • Access

    With ESL Trust Services, you’ll have access to global investment solutions:

    • Customized investment portfolios created by a dedicated local portfolio manager
    • Open architecture investment offerings with no proprietary funds

    We welcome the opportunity to meet with you to discuss your particular situation. Personal service and complete discretion are the cornerstones of how we conduct business.

    Call 585.336.1300 to set up an appointment with ESL Trust Services today.

     
  • Experienced Team

    Our team of financial experts provide reliable stewardship and objectivity to help secure your legacy along with:

    • Truly independent advice and counsel
    • A diverse group of professionals who specialize in a broad spectrum of products, services, and financial strategies
    • The ability to listen to your needs and evaluate your objectives, and help you find the best way to achieve them
    • A family office environment through superior customer service, proactive solutions, and expert advice

    We welcome the opportunity to meet with you to discuss your particular situation. Personal service and complete discretion are the cornerstones of how we conduct business.

    Call 585.336.1300 to set up an appointment with ESL Trust Services today.

     
  • Superior Service

    Legendary ESL customer service carries through all that we do.

    • Personalized, face-to-face service
    • The right mix of products and services to meet each clients’s individual needs
    • Commitment to building long-term client relationships
    • Trustworthiness beyond question
    • Personal service that strives to exceed our clients’ expectations

    We welcome the opportunity to meet with you to discuss your particular situation. Personal service and complete discretion are the cornerstones of how we conduct business.

    Call 585.336.1300 to set up an appointment with ESL Trust Services today.

     

We welcome the opportunity to meet with you to discuss your particular situation