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Our Private Bankers provide
you access to the extensive array of credit, deposit, and
investment services available through Eastern Bank and its
affiliates.
Click here to learn more
about our Private Banking Team
Customized Lending
Services
We deliver a range of customized loans structured to
meet your financial objectives, ranging from
investment opportunities to real estate purchases to
tax minimization strategies. Our professional lenders
are dedicated to Private Banking clients and are
experienced in structuring innovative lending
packages. We incorporate your total financial picture
including investment portfolio, tax situation and
financial goals; so that we design solutions that
fully meet your needs. Our loans are priced
competitively in consideration of your total
relationship with Eastern Bank.
Examples of innovative lending solutions we have
developed for our clients include: |
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- Loans against
marketable securities for clients wishing to
diversify their portfolios, take advantage of
time-sensitive opportunities or pay taxes without
liquidating securities, which can have tax
implications
- Lines of credit
for discretionary personal or business expenditures
- Credit to meet
family obligations or to assist family members with
the purchase of major assets
- Real estate
lending, including owner-occupied and investment
real estate lending; home improvement loans;
mortgage, bridge and construction lending; and home
equity lending
- Commercial real
estate solutions for professional clients
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Flexible Banking
Services
We offer a full array of business and personal deposit account services, including checking, savings, money market accounts and Certificates of Deposit. Through our branch network, online banking, mobile banking and through ATMs with our Eastern Bank Debit Platinum MasterCard®, we provide convenient access to your funds. Our experienced banking professionals can also assist you with more complex services, such as wire, telephone and electronic transfers; foreign exchange; and direct deposit.
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Comprehensive
Insurance Services
Eastern Insurance, a subsidiary of Eastern Bank, is
one of the largest independent insurance agencies in
Massachusetts. We offer a wide array of personal and
commercial property; casualty and liability insurance
products, plus specialty coverage for non-standard
items.
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Trust and Investment
Management Services
Investment management and fiduciary services are offered through Eastern Investment Advisors, our investment management and trust division, which manages over $1.6 billion in assets for individuals, including professionals, corporate executives, small business owners, and not-for-profit organizations. We utilize a financial planning approach to focus on your specific needs, including tax, retirement, education and insurance planning. Based on your situation, we have the capability to deliver a broad range of solutions, such as investment management, trust and estate planning, personal and business retirement plans, gifting strategies, and business succession planning.
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