Investment Services

Whether your financial life is straightforward or complex, Brookline Investment Services has the experienced professionals and information to assist you with maximizing your financial outcomes.

Financial Advisors at Brookline Investment Services

The best way to develop a financial plan is by working directly with a Financial Advisor. You can meet at your nearest Brookline Bank location where, together, you can develop a plan tailored to your needs, and comfort level.

Contact a Financial Advisor today!

Joseph M. Buckley, CFP®
Financial Advisor
Richard Ellington, AIF, CEBS®, CFP®
Financial Advisor
Paul C. Hill, CRPC®, CSSCS®
Financial Advisor
Frank Marzella, CFP®, CRPC®, CSSCS®
Financial Advisor
Jennifer Read, CFP®, ChFc®
Financial Advisor

Financial Resource Center

Better Financial Decisions

Help is just one click away! Our Financial Resource Center provides immediate access to wide range of financial planning topics.

Or for a customized set of planning tools, fill out our quick Financial Checklist.

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Brookline Investment Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested.

All Brookline Bank locations will close at 4:00 pm on Tuesday, March 7th so we may celebrate employees at our annual recognition event.