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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about our Private Banking Team
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