When you choose Eastern Bank Wealth Management, you’ll have access to unique benefits, including:
• A proven 200-year heritage of service, strength, and stability. Client retention rates are at the highest end of comparative benchmarks.
• A holistic philosophy and consultative approach that addresses all your wealth management issues to keep you on track in meeting your goals.
• Unparalleled service delivered by an experienced, credentialed Account Manager.
• Access to proprietary, proven, top-tier investment management through the Investment Team at Eastern Bank Wealth Management.
• Deep expertise in global asset allocation, stocks, bonds, tax planning, estate planning, retirement planning, insurance needs, educational funding, and other investment, deposit and credit solutions.