Personal
Business Banking
Commercial
Wealth
About Us
Wealth Management
Loans & Credit
Newsroom
Resources

Investment Services

Whether your financial life is straightforward or complex, our professionals bring expert guidance to help you achieve your financial goals.

 

Meet our Financial Advisors

The best way to develop a financial plan is by working directly with an Osaic Institutions Financial Advisor. You can meet at your nearest branch where, together, you can develop a plan tailored to your needs, and comfort level.

Contact a Financial Advisor Today!

Boston: Brookline Investment Services 

Joseph M. Buckley, CFP®
Financial Advisor
617-639-2543
Email Frank Marzella

Frank Marzella, CFP®, CRPC®, CSSCS®
Financial Advisor
781-235-9805
Email Paul Hill

Paul C. Hill, CRPC®, CSSCS®
Financial Advisor
617-243-3082

Amy Pasquarelli
Financial Advisor
978-356-8155
Email Amy Pasquarelli

Hudson Valley: PCSB Investment Services 

Fernando Ascenso
Financial Advisor, Osaic Institutions, Inc.
Email Fernando Ascenso
(914)-241-4683

Better Financial Decisions

Our Financial Advisors can help you make better financial decisions when it comes to:

  • Choosing the Right Investment Strategy
  • Paying for College / 529 Plans
  • Investing for Retirement
  • Getting Ready to Retire / Retired
  • Buying & Selling Home / Real Estate
  • Major Life Events
  • Your 401(k)

BrokerCheck by FINRA

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA /SIPC . Brookline Investment Services and PCSB Investment Services collectively are divisions of Beacon Bank & Trust. Osaic Institutions and Beacon Bank & Trust are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk including risk, including the possible loss of value. Osaic Institutions Financial Advisors do not provide legal and/or tax advice. Consult your legal and/or tax advisor.

Non-deposit products are not insured by the FDIC; are not deposits; and may lose value.

Beacon Bank is a full-service financial institution with branches in MA, CT, VT, NY, and RI.

Pages within: