Bank of Essex - Essex Services Investments

Essex Services Investments offers all the financial capabilities you would expect from a national brokerage firm. We believe you deserve the complete range of investment choices when pursuing your financial goals. Offerings include:

Mutual Funds

Fixed & Variable Annuities

Long Term Care Insurance ^‡

Real Estate Investment Trusts

Stocks

529 College Savings Plans

Corporate Bonds

Tax-free Municipal Bonds

U.S. Government Bonds

Life Insurance ^‡

Financial & Retirement Planning

On Line Trading ^†

In today's financially demanding and complex world, we recognize the need for comprehensive investment and insurance support. Whether you are interested in growth, income, or tax-advantage investments, our Essex Services Investment Consultants are a convenient, knowledgeable resource for answers to your investment questions.

In addition to providing answers to your investment questions, we offer professional individualized advice and programs tailored to your individual investment needs. Our customized approach to college education funding, retirement planning, and tax-reduction strategies can help get your money working as hard as you are to reach your financial goals.

You might be a prospective investor if you are:

Planning for retirement
Dissatisfied with CD rates
Looking for ways to reduce your tax burden
Recently relocated
Buying, selling or saving for a house
Buying, selling or saving for a business
Concerned about college tuition costs
Recently promoted or have a salary increase

To develop your personalized investment stragegy, call Lisa Roccaforte today at 804-262-3991 or email her at

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	Links Access Your Investment Account BI Investments, LLC FINRA SIPC Contact Information Lisa L. Roccaforte, CFP^® 804-262-3991 800-443-5524 (toll free) 804-553-8974 (fax)	Essex Services Investments offers all the financial capabilities you would expect from a national brokerage firm. We believe you deserve the complete range of investment choices when pursuing your financial goals. Offerings include: Mutual Funds Fixed & Variable Annuities Long Term Care Insurance ^‡ Real Estate Investment Trusts Stocks 529 College Savings Plans Corporate Bonds Tax-free Municipal Bonds U.S. Government Bonds Life Insurance ^‡ Financial & Retirement Planning On Line Trading ^† In today's financially demanding and complex world, we recognize the need for comprehensive investment and insurance support. Whether you are interested in growth, income, or tax-advantage investments, our Essex Services Investment Consultants are a convenient, knowledgeable resource for answers to your investment questions. In addition to providing answers to your investment questions, we offer professional individualized advice and programs tailored to your individual investment needs. Our customized approach to college education funding, retirement planning, and tax-reduction strategies can help get your money working as hard as you are to reach your financial goals. You might be a prospective investor if you are: Planning for retirement Dissatisfied with CD rates Looking for ways to reduce your tax burden Recently relocated Buying, selling or saving for a house Buying, selling or saving for a business Concerned about college tuition costs Recently promoted or have a salary increase To develop your personalized investment stragegy, call Lisa Roccaforte today at 804-262-3991 or email her at