Where Your Future Finds Financial Confidence

For more than 25 years, our wealth management team has been a dedicated financial partner of the Greater Rochester community. Our financial professionals help individuals and families work toward their goals with personalized strategies that adapt to every stage of life. We’re more than just advisors — we’re your local champions in working toward financial wellness and community prosperity.

Our wealth management team is committed to crafting personalized strategies that grow and adapt with you, no matter where life takes you. Let us help guide you every step of the way with the personalized financial planning you deserve — because working toward your success is our success.

Financial Confidence starts with a conversation.

To learn more about our services or to schedule an appointment:

  • Call us at 585.336.1000
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Discover how we can help you define and work toward your financial goals today.

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

Comprehensive Retirement and Long-Term Planning

Services for Every Life Stage

BrokerCheck by FINRA

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*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:

ESL Investment Services, LLC, member FINRA/SIPC, a subsidiary of ESL Federal Credit Union, provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay ESL Investment Services, LLC for these referrals. This creates an incentive for ESL Investment Services, LLC to make these referrals, resulting in a conflict of interest. ESL Investment Services, LLC is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.

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ESL Trust Services, LLC

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

Important Information

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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.