Sign In Search Menu ESL INVESTMENT SERVICES CONNECT WITH US Wealth Management Planning ESL Investment Services Why Choose ESL Investment Services, LLC? Education Planning Insurance Planning Retirement Planning Wealth Management Planning Financial Planning Estate Planning Tax Advantaged Planning Investment & Planning for Businesses & Corporations Resources & Tools Sign in to Account View Make an Appointment with Our Investment Services Team ESL Trust Services, LLC Financial Planning Tax planning. Cash flow management. Thinking ahead about education costs, retirement, and your estate. No question about it. Your finances are complicated. That’s why it makes sense to work with our professionals who can help you analyze all the important issues and develop a sound financial plan for the future. So you’ll be ready to move forward toward your goals. Confidence starts with a conversation. SCHEDULE AN APPOINTMENT Financial planning is not an off-the-shelf product. It’s a disciplined process designed to provide the financial analysis and guidance you need. That’s why we work closely with you to understand your goals and evaluate your current situation and future needs. Then we develop a step-by-step plan to help guide you towards your goals. You can also count on us for objective, information, trustworthy guidance, and our personal service. So whether you want a comprehensive financial evaluation or help with a specific need, come to us, the local financial services leader that answers to you. The Big Picture When you come to us for financial planning assistance, we can help you with any or all of these needs: Retirement Planning Education Planning Risk Management Cash Flow Planning Asset Allocation Income Advantaged Planning Estate Planning Charitable Giving Business Succession Planning It’s all part of our effort to help you get the professional analysis and guidance you need. Our Process It all begins by understanding your situation and what you want to accomplish. Then we work with you to gather the necessary information in order to understand and evaluate your financial history, your current situation, and your future objectives. Once we have all the information we need, we’re ready to help you develop a sound financial plan focused specifically on your goals. Discovery It starts by getting to know you. Then we get right to work: We gather information about you. We review your planning needs. We explain the specific services we offer. Then we propose a tailored plan to help pursue your objectives. Of course, we realize that your financial situation can change at any time due to unforeseeable events and life changes. So we propose a schedule for reviewing your plan to ensure it is accurate, up-to-date, and always carefully aligned with your goals. To learn more about our financial planning services or to schedule an appointment: Call 585.339.4475 or 800.814.5884 Visit an ESL branch Submit an online request We look forward to helping you develop a sound, well-informed plan to manage your finances and work toward pursuing your goals. Additional Services Tax-Advantaged Planning Retirement Planning Estate Planning Maximize your money in a Tiered Savings Account. LEARN MORE There’s no better time than now to take a fresh look at your financial plan. LEARN MORE Need a holistic approach for retirement, executive benefits, and succession planning? CONTACT ESL 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: NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT CREDIT UNION GUARANTEED NOT CREDIT UNION DEPOSITS OR OBLIGATIONS MAY LOSE VALUE The LPL Financial registered representatives 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. ► Business Continuity Plan ► Privacy Policy