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Customer Service

Knowledge you can trust, attention you deserve.

Let us help you build and protect wealth.

At Eastern Bank Wealth Management, we understand you have different priorities for different stages of life. Our priority is to help you achieve all of them. So whether you’re just getting started with an investment program or looking to maximize a program you already have in place, we have the experience, knowledge, and resources to guide you every step of the way.

Eastern Bank Wealth Management 

Growing your portfolio
We believe successful wealth management involves analyzing and understanding your complete financial picture. It’s why we spend time getting to know and understand you and your goals, using our exclusive 12 Wealth Management Issues approach in planning for your financial needs – at every stage of life.
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Protecting your wealth 
A critical part of wealth management is delivering the trust services you need to protect your assets and your loved ones to ensure that your wishes are carried out. To assist you, we offer comprehensive trust and fiduciary services and advice.
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Delivering individualized attention with Private Banking
To assist clients with higher net worth and more specialized banking needs, we offer tailored deposit and loan services delivered with the highest level of personal attention, service and expertise.
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Access your investment portfolio efficiently and securely from anywhere you have an Internet connection, whenever it's convenient for you. Eastern PortfolioConnectSM is free for all Eastern Bank Wealth Management clients.
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