Esquire Investment Services

Esquire Investment Services

With access to a wide range of financial products and services – including investment analysis, mutual funds, annuities and life insurance – Esquire Investment Services Financial Consultants work to build a diversified portfolio of well-managed investments that seek to optimize potential returns and minimize risk.*


For more information, please contact us at 1-800-996-0213.


* There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


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Products

Esquire Investment Services Financial Consultants have the expertise to assist with the following products:

  • Alternative Investments
  • Bonds
  • Brokered CDs
  • Equities
  • Exchange Traded Funds (ETFs)
  • Fixed and Variable Annuities
  • Fixed Income
  • Insurance
  • Mutual Funds
  • Trust Services1

1 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.


Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Esquire Bank and Esquire Investment Services are not registered broker/dealers and are not affiliated with LPL Financial or its affiliates.


The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New York, New Jersey, Florida, Maryland, Arizona, Ohio and Pennsylvania.


The investments sold through LPL Financial are:


Services

Esquire Investment Services can also offer the following essential financial services:

  • Asset Allocation
  • Business Planning
  • College Savings
  • Estate Planning
  • Retirement Planning
  • Trust Services1
  • Wealth Management

1 LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.


Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Esquire Bank and Esquire Investment Services are not registered broker/dealers and are not affiliated with LPL Financial or its affiliates.


The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: New York, New Jersey, Florida, Maryland, Arizona, Ohio and Pennsylvania.


The investments sold through LPL Financial are:

Not FDIC InsuredNot Bank GuaranteedMay Lose Value
Not Insured By Any Federal Government AgencyNot A Bank Deposit