Whether your financial life is straightforward or complex, knowing the options available to you will help you make more confident financial decisions. Brookline Investment Services has the information and experienced professionals to assist you with maximizing your financial outcomes.
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 more importantly - your comfort level.
Richard Ellington, CFP®, AFIF, CEBS®
P. 978-356-8155 • firstname.lastname@example.org
Paul Hill, CRPC®
P. 617-243-3082 • email@example.com
Frank Marzella, CFP®, CRPC®
P. 781-235-9805 • firstname.lastname@example.org
Jennifer Read, CFP®
P. 617-730-3581 • email@example.com
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.