Enterprise Bank :: Individual

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Investing for Individuals

Professional money management solutions provided by the financial advisors of Enterprise can help you meet your unique financial goals through all phases of your life. Enterprise Investment Advisors is comprised of a team of CERTIFIED FINANCIAL PLANNER ^™ professionals (CFP^®), Chartered Financial Consultants (ChFC) and Certified Financial Advisors (CFA) who is experienced across all investment disciplines and committed to making your goals their top priority.

Working one on one with you to understand your objectives and risk tolerance, our financial advisors screen over 14,000 mutual funds, and 4,000 separate account managers. They personally select the best investment options to achieve your goals, rebalance your assets to maintain the proper allocation, and diligently monitor your portfolio to optimize performance.

"My top priority is to listen to my clients' unique objectives, consider their tolerance for risk, current assets, and future potential, and create a customized plan for financial growth and security."

- Susan M. Rossini, VP Relationship Manager

To speak with one of our trusted advisors about your needs, call 978-656-5714 or toll free 1-877-325-3778.

Investment services are not deposit products, Not FDIC insured, Not guaranteed by Enterprise Bank, Not insured by any government agency, and May lose value.

*CERTIFIED FINANCIAL PLANNER™ professionals (CFP®), Chartered Financial Consultants (ChFC®), Chartered Financial Analysts (CFA) CERTIFIED TRUST AND FINANCIAL ADVISOR (CTFA) and Accredited Estate Planner (AEP)

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The common stock of Enterprise Bancorp, Inc. is traded on the NASDAQ Stock Market under the symbol "EBTC".
Enterprise Bancorp, Inc. is the holding company of Enterprise Bank and Trust Company, Enterprise Bank and Trust Company is commonly referred to as Enterprise Bank.