Advisory Services

Your ESB financial professional is your full-time investment manager. Your investment needs, risk profile and time horizons are analyzed so an effective strategy can be planned and executed. This portfolio is continually monitored and adjusted with asset reallocation to anticipate changes with your goals as well as the financial markets. We service both personal investors as well as businesses.

We can offer you professionally managed investment portfolios. We build your portfolio using a selection of individual stocks, bonds, insurance products and mutual funds designed to meet your investment objectives. Our financial professionals use computer-modeling tools and market intelligence to make informed decisions on your behalf. The assets are proactively managed and monitored on a daily basis with rebalancing of the portfolio when necessary. Your ESB financial professionals also use long-term forecasts of the markets and the latest economic research. You are advised every step of the way to make sure your portfolio addresses your investment goals as they change and grow.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  Insurance products offered through LPL Financial or its licensed affiliates.

  • Not FDIC Insured
  • Not Bank Guaranteed
  • May Lose Value
  • Not a Bank Deposit
  • Not Insured by any Federal Government Agency 

Easthampton Savings Bank and ESB Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.  The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: AR, CA, CT, MA, NM, NY and VT.