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A Complete Solution for Personalized Investing


ESI offers a diverse selection of money management programs. With the help of an ESI Investment Advisor Representative, investors have access to personalized and professionally managed accounts consisting of mutual funds, separate accounts, and tax sensitive investments. ESI has agreements with some of the nation's leading money managers and offers the comprehensive support necessary to navigate today's complex investment environment.


A Broad Array of Products and Services
 

ESI offers investors a wide range of competitive investment and insurance products, including: 


Mutual Funds*: Access to more than 9,000 classes of funds from well-known fund families.

 

Variable Annuities and Variable Life Insurance*: ESI has agreements to offer more than fifty of the nation's variable annuities and variable life insurance products.

 

General Securities: Access to Stocks, Corporate Bonds, Municipal Bonds, Government Bonds, and Certificates of Deposits.

 

Direct Investments: A diversified portfolio of real estate, leasing and energy products.


Managed Accounts:  Third party money managers for clients who prefer fee-based investment programs.

Financial Planning: We utilize cutting edge financial planning tools to help solve your financial planning needs.


*Mutual funds and variable contracts are sold by prospectus.  For more complete information, please request a prospectus from your registered representative. Please read it and consider carefully a Fund's objectives, risks, charges and expenses before you invest or send money. The prospectus contains this and other information about the investment company.

 

  
The Convenience of Brokerage Accounts  

 Whether it's cutting-edge technology or a simple investment account, ESI Brokerage Services offers its customers solutions for their money management needs. ESI Brokerage Accounts offer these conveniences:  Access to thousands of publicly traded securities including stocks, bonds, mutual funds, and U.S. Treasuries all from the convenience of one consolidated account. An easy-to-read monthly or quarterly consolidated statement. Access to many classes of mutual funds from well-known fund families. Account protection.* Support from an Equity Services, Inc. financial professional. Internet access. Optional cash management features such as checkwriting, VISA Gold ATM/Debit Card, or online bill payment. (Not available in all accounts)

Accounts are carried by National Financial Services, LLC, Member NYSE/SIPC. Securities in accounts carried by National Financial Services LLC (NFS), a Fidelity Investments® company, are protected by the Securities Investor Protection Corporation (SIPC) up to $500,000 (including cash claims limited to $100,000). For details, please see www.sipc.org. NFS has arranged for additional insurance protection for cash and securities to supplement its SIPC coverage. This additional protection covers total account net equity in excess of the $500,000/$100,000 coverage provided by SIPC. Neither coverage protects against a decline in the market value of securities.

Fidelity Investments® is a registered trademark of FMR Corporation. All entities referenced are independent of Fidelity Investments® and National Financial Services, LLC.