Individual Investing

Investment Management

We believe that wise investment decisions start with an understanding of the client we represent as well as the investment itself. Therefore, we have created an investment approach based on this process.

What are your financial objectives? What is your tolerance for risk? What about taxes and liquidity requirements? Every investor is different, with both significant and subtle variations in need and style. At Eastern Investment Advisors, we take the time to get to know you, your specific situation and your goals for the future.

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Click here to learn about our Investment Approach

Click here to learn about our Investment Process

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Client Services
The Eastern Bank Private Client Group addresses the needs of clients with complex financial requirements by providing individualized, person-to-person service. Your Private Banking Officer can provide you with access to every resource the bank has to offer through it's Trust, Consumer and Commercial Banking Groups, including access to financial options, daily banking and investment services.

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Click here to learn about our Single Point of Contact Philosophy

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Financial Planning
Eastern Bank specializes in providing plan design, daily administration and investment advisory services. Financial planning serves as a key component to helping you address a variety of issues:
 
  • Tax planning and investment management
  • Estate planning
  • Retirement planning
  • Insurance needs
  • Educational funding
  • Other investment, deposit and credit needs
     
  • Learn more about Financial Planning...

    Click here to learn about Our Planning Approach
     
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    Securities and Insurance Products
  • Not insured by FDIC or any federal government agency
  • Not deposits of or guaranteed by any bank
  • May lose value
  • Equal Housing Lender