It's more than finances, it's your future

Working together, we can help you envision more—with a plan for where you are today and where you want to go.   Our experienced team of financial professionals offers holistic strategies to plan for retirement, save for education, manage your income distribution and social security choices, explore insurance options, and seek to protect your family and work toward growing your assets!

Confidence starts with a conversation.
Let's talk.

585.336.1000
Virtual or in-person meetings available

Explore Wealth Management

Everyone’s path is different. We’ll focus on what’s important to you. Whether you're just getting started or have more complex financial planning needs, you can count on us for tailored and objective guidance informed by our industry knowledge and technical resources—so you can make informed decisions about your future.

If you are still not sure where to start your journey, Contact Wealth Management for personal assistance.

Wealth management services are offered by *LPL Financial doing business as ESL Investment Services*, ESL Trust Services LLC and Cooper/Haims Advisors, LLC.


ESL Investment Services

Provides comprehensive retirement planning and other long-term planning goals

Services for every life stage

Learn more about ESL Investment Services >

*No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. The LPL Financial Registered Representatives (doing business as ESL Investment Services) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

*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 about the FINRA, visit their website at https://www.finra.org. For more information about the SIPC, visit their website at https://www.sipc.org.

Business Continuity PlanPrivacy Policy

 

ESL Trust Services, LLC

Specializing in Trust & Estate Planning and Administration as well as non-profit foundation support.

Important Information

Learn more about ESL Trust Services, LLC >

  

Cooper/Haims Advisors, LLC

Exclusively tailored to individuals and families with more complex financial planning, tax planning and tax return preparation needs.

Important Information

Learn more about Cooper/Haims Advisors  >


 

ESL Investment Services, LLC member FINRA/SIPC, and ESL Trust Services, LLC are subsidiaries of ESL Federal Credit Union, and Cooper/Haims Advisors, LLC is a subsidiary of ESL Investment Services, LLC. ESL Investment Services, LLC, ESL Investment Services, LLC, ESL Trust Services, LLC, Cooper/Haims Advisors, LLC, and ESL Federal Credit Union are not affiliated with LPL Financial or its affiliates. ESL Investment Services, LLC, ESL Trust Services, LLC, Cooper/Haims Advisors, LLC, and ESL Federal Credit Union are not insurance companies or insurance underwriters.