ESL Investment Services
Financial Services • 
Rochester, New York, United States • 11-20 Employees
Company overview
| Headquarters | 225 Chestnut Street, Rochester, New York 14604, US |
| Phone number | +15853394475 |
| Website | |
| NAICS | 52 |
| Employees | 11-20 |
Key Contact at ESL Investment Services
Leo Iacobelli
President and COO
ESL Investment Services Email Formats
ESL Investment Services uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@esl.org), used 52.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@esl.org | 52.9% |
{first name}{last name} | johndoe@esl.org | 47.1% |
About ESL Investment Services
Since ESL Investment Services was founded in 1997, it has grown its team of professionals who provide sound investment advice through LPL Financial to Greater Rochester community members. Services include planning for retirement, wealth management, insurance, education, and investment and planning for businesses. ESL Investment Services has $873.7 million assets under management and $927.5 million assets invested as of December 31, 2021. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member SIPC [sipc.org]). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member SIPC [sipc.org], provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency; Not Credit Union Guaranteed; Not Credit Union Deposits or Obligations; May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
ESL Investment Services revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
ESL Investment Services has 14 employees across 3 departments.
Departments
Number of employees
Funding Data
ESL Investment Services has never raised funding before.
Philippines
Canada
Frequently asked questions
4.8
40,000 users
