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

Better Financial Decisions

Our Financial Advisors can help you make better financial decisions for investing in your future when it comes to:

  • Choosing the Right Investment Strategy
  • Paying for College / 529 Plans
  • Investing for Retirement
  • Getting Ready to Retire / Retired
  • Buying & Selling Home / Real Estate
  • Major Life Events
  • Your 401(k)


Learn more by selecting the Investing in Your Future Playlist at our Learning Center.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Brookline Investment Services is a trade name of Brookline Bank. Osaic Institutions and Brookline Bank are not affiliated. Products and services made available through Osaic Institutions 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 value. Osaic Institutions Financial Advisors do not provide legal and/or tax advice. Consult your legal and/or tax advisor.