Esl Investment Services

Since ESL Investment Services was founded in 1997, it has grown its team of professionals who provide sound investment advice through LPL Financial to Greater Rochester community members. Services include planning for retirement, wealth management, insurance, education, and investment and planning for businesses. ESL Investment Services has $873.7 million assets under management and $927.5 million assets invested as of December 31, 2021. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC [sipc.org]). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member SIPC [sipc.org], 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 Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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.