East Boston Investment Services
East Boston Investment Services makes available a full range of investment, financial-planning & wealth management strategies through Investment Professionals, Inc. (IPI).
Our financial consultants recommend strategies that seek to meet your personal goals and objectives. We take a collaborative approach to helping you manage your personal and business financial affairs. We encourage you to share with us your financial picture so we can develop a plan that maximizes your chances for attaining long-term financial security.
No matter what stage of life, newly married, empty nester or retiree, East Boston Investment Services offers a program to fit your needs.
- Equities & Fixed Income
- Mutual Funds
- Tax-Deferred Annuities
- Wealth Management
- Financial Planning
- Life Insurance
- Long Term Care Insurance
A consultation with one of our Investment Advisors is complimentary. They have the expertise and are willing to help you. In today's market, we all can use a little help.
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Anne Gelineau Powers,
Vice President
Investment Executive
978-977-2294
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Bill Bartin, CFP®
Financial Advisor
617-568-4210
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East Boston Investment Services provides the convenience of having all of your investment needs met at several of our banking locations:
Corporate Headquarters - 67 Prospect Street, Peabody
Orient Heights - 856 Bennington Street, East Boston
Melrose - 108 Main Street, Melrose
*NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker / Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name East Boston Investment Services are in no way affiliated with or offered by East Boston Savings Bank nor is East Boston Savings Bank a registered broker / dealer. Customers working with East Boston Investment Services will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and / or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.
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