Life would be a whole lot easier if there was a crystal ball that could predict your financial future. You would be able to anticipate any necessary changes to secure and meet your goals. While there is no crystal ball, when it comes to preparing for the future, our team of professionals can guide you on the right path. Whatever stage of life you may be in, it is never too early, or too late, to start planning to attain your goals.

Employer/Employee Benefits, pressing enter will expand this item for more options

Our advisory services include a variety of employee benefits products that are tailor-made to best fit your needs.

Individual/Family Products

Your familys well-being is your priority, so we make it ours. Rest assured your loved ones will be in good hands if life throws a curveball.

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Employer Products

Looking to facilitate lasting relationships with your trusted employees? Encourage their efforts with added benefits that wont cost you a bundle.

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Instant Health Insurance Quotes

Find the right health plan based on you or your familys needs with the push of a button.

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Benefit Consultants

Meet our team of professionals who will guide you through the ins and outs of benefit programs.

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Asset Management & Trust Services, pressing enter will expand this item for more options

Life is filled with unexpected moments and the preparation for securing your legacy can feel overwhelming. We help you through the critical financial decisions by managing, preserving, and transferring your wealth according to your written plan. Prepare for life's transitions with the trust and confidence an experienced wealth advisor brings.

Asset Management

Your life goals are unique. If you are looking for a team dedicated to managing your assets with the best possible mix of solutions, look no further!

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Investment Philosophy

It's all about portfolio design, implementation, monitoring, and management.  And it's all possible with MarketPlus Investing @ ESSA!

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Estate & Trust Administration

Planning forthe future allows you to make sure your finances and property are distributed the way you intend.

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Trust Officers

Meet our experts whowill assist you in developing a customized path to your financial goals.

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Portfolio Account Link (PAL)

Click below to access your Asset Management & Trust Services account.

Access PAL

Investments & Planning, pressing enter will expand this item for more options

We offer a variety of services including retirement and financial goal planning, investment management, insurance solutions, risk management strategies, and much more.

Financial Planning

Life can be complex with your many competing goals and responsibilities - saving for retirement, saving for college tuition, taking care of mom and dad and your children, protecting your wealth.   Peace of mind can come from partnering with a dedicated advisor that helps you prioritize your goals and creates a thoughtful, customized approach to help you remain on track to attain your financial objectives.

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Investment Management

They say variety is the spice of life. Update your investment portfolio using a recipe that is comfortable for you.

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Business Solutions

Day to Day operations, employee retirement solutions, and contingency plans are crucial aspects of continued business success. Evaluate and update your strategies here.

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Financial Advisors

Our team of dedicated advisors is here to help you succeed in achieving your goals.

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