Sign In Search Menu ESL INVESTMENT SERVICES CONNECT WITH US Resources & Tools ESL Investment Services Why Choose ESL Investment Services, LLC? Education Planning Insurance Planning Retirement Planning Wealth Management Planning Investment & Planning for Businesses & Corporations Resources & Tools Experienced Team Webinars Articles Calculators Starting to Save Online Services Events Sign in to Account View Make an Appointment with Our Investment Services Team ESL Trust Services, LLC Experienced Team ESL Investment Services doesn't trust your future with just anybody. And you wouldn't want to either. With increasingly complex financial markets and longer life expectancies, working with an investment professional is more important than ever. Our experienced financial professionals will work with you to assess your financial priorities and provide appropriate strategies and tools to help you reach your goals. Confidence starts with a conversation. Let's talk. To schedule an appointment, call us at 585.339.4475 or 800.814.5884 or visit your local branch. Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Leo Iacobelli President & COO, ESL Investment Services, LLC Peg Gaston Investment & Planning Services Manager Erik Schwarz, CFP® Business Development Manager Barbara Clemons, CFP®, CLU®, ChFC®, CASL®, CTFA LPL Financial Planner Joseph A. Cappello, CPFA, CMFC®, FPQP™ Wealth Manager Joe Barcellona, CFP® Hudson Office Wealth Manager Mary Anne Barcellona, CFP® Webster Office Wealth Manager David Borrelli Chestnut and State Street Offices Wealth Manager Allen Cantoni Latta Wealth Center Wealth Manager Natalie Estabrooks Chili Office Wealth Manager Christian Gehlen Latta Wealth Center Wealth Manager Ben Geist Brockport Office Wealth Manager Mindi Lenzi, CPFA Pittsford and Twelve Corners Offices Wealth Manager Brian Murray Brighton Office Wealth Manager Devon Nolan Latta Wealth Center Wealth Manager Sheldon Walker Ridgeway Office Wealth Manager Robert S. Walker III, CFP®, ChFC®, RICP®, CLU® Webster Office Wealth Manager Dustin Baker, CFP®, ChFC®, RICP®, CLU® Cobblestone and Newark Offices Financial Consultant Aaron Brown Culver Ridge Office Financial Consultant Sarah Campbell Long Pond Office Financial Consultant Jena Crawford Brockport and Chili Offices Financial Consultant Rohini Daliya Fairport and Merchants Offices Financial Consultant Paul DeLoria Brighton Office Financial Consultant Collin Hawes Geneseo Office Financial Consultant Serafino Iantorno Irondequoit Office Financial Consultant Shawn Jordan Chestnut and Long Pond Offices Financial Consultant Norton Suda, CFP®, ChFC®, RICP® Penfield Office Financial Consultant Andrew Ward Financial Consultant Canandaigua Office Robert Wright Mt. Read Office Financial Consultant Shevonne Wroten Batavia Office Financial Consultant 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