Why Choose ESL Investment Services?

Trustworthy, objective advice from professionals who answer to you

At ESL Investment Services, LLC, we go out of our way to build strong, lasting relationships with our clients. That’s why we provide:

• Independent advice and counsel. The simple fact is, we don’t offer any proprietary products or services. So you can count on us for objective recommendations that are based solely on what’s suitable for you.
• Access to a wide world of investment options. Instead of proprietary offerings, we help you take advantage of a wide range of products and services.
• A straightforward approach to wealth management. We follow a simple, step-by-step process to gather information, help you explore your options, and develop a customized plan that’s right for you. We also monitor the performance of your plan and recommend changes whenever they’re required.
• Legendary service. From our first meeting through every point of contact, our wealth management team will work hard to provide the personal attention, ongoing communication, and outstanding service you deserve.

To learn more about our services or to schedule an appointment:

• Call 585.339.4475 or 800.814.5884
• Visit an ESL branch
• Submit an online request

Whether you’re a seasoned investor or brand new to the world of investing … whether you’re an individual, a business owner, or a family member … you’ll appreciate the ESL Investment Services, LLC, difference.

We look forward to helping you manage your investments. Plan for the future. And take that next big step forward toward your goals.

Easy access to a world of financial products and services

Because we’re a wholly owned subsidiary of ESL Federal Credit Union, you can easily access our services at all ESL branches. So wherever you work or live, you’ll find a team of experienced professionals close to you.

If you’re a business owner, executive of a corporation, or a client with complex needs, you’ll find an experienced team ready to help you at our corporate office in downtown Rochester.

No matter how you choose to access our services, you can count on:

• A sophisticated suite of investment services and strategies available through LPL Financial
• Experience from an extensive team of registered professionals, including Financial Services Representatives, Financial Consultants, Wealth Managers, a Financial Planner, and a local support staff in downtown Rochester
• Thoroughly independent advice and counsel, since we don’t offer any propriety investment products or services

It’s all part of our effort to help you make investment decisions designed to move you closer toward your goals.

Designing completely customized solutions with a four-step process

Regardless of your financial situation, we will tailor a customized solution to fit your specific needs.

It all begins with a simple, straightforward, step-by-step process:

1. Discover—We take the time to learn about your goals, your tax considerations, risk tolerance, your family concerns, and your interest in philanthropy. It’s all part of our effort to get to know you.
2. Evaluate—Once we understand your goals and current situation, we use our wealth management experience to develop sound investment strategies designed for both the short term and long run.
3. Implement—We carefully explain your options and give you time to review them. Then we work closely with you to reach mutual agreement on your personalized plan. What happens next? We put the plan into action for you.
4. Monitor and Assess—We carefully monitor your account and your investments on an ongoing basis. We also make the adjustments that are needed to maintain progress toward your goals. In addition, we communicate with you periodically to keep you up–to-date on the status of your account.

This four-step approach will help you make sound investment decisions designed to work toward pursuing your goals.

At ESL Investment Services, LLC, we’ve assembled an outstanding team of professionals to provide the advice and assistance you need.

Our wealth management team includes:

• Seasoned, insightful professionals with years of experience in working with a wide range of investors. They are both client-focused and Wall Street-smart.
• A diverse group of licensed professionals, including Wealth Managers, Financial Planners, Insurance Coordinators, Financial Consultants, and Financial Services Representatives.
• Representatives based in our [current branch count] branches who make it easy and convenient for you to get professional wealth management services and personal assistance while you manage your finances and handle your banking.
• A dedicated group of professionals located at our corporate headquarters who use their talents and training to help individuals, business owners, corporations, charitable organizations, and trusts seek to preserve capital, grow their assets, and make informed decisions about complex financial situations.

No question about it. Our experienced team has the resources and experience to help you plan for progress toward your financial goals at every stage of your life.

We look forward to the opportunity to prove that to you.

• Meet the members of our wealth management team.
• Set up a free initial consultation.
• Contact us today to make an appointment or get more information.