Taxes

• Charitable Giving
  Eastern Give For Good, a charitable giving account, is powered by Ren. Ren is a third-party service provider and not an affiliate of Eastern Bank.
• Roth IRA
• Real Estate Taxes
• Tax Deductions

Investment

• Mutual Funds
• Wealth Management
  Eastern Wealth Management clients can use this online service to monitor the current market value of their investment portfolio and review investment transactions.

Planning

• Retirement Planning
• Annuities
• Asset Management
  Your investment goals will change throughout your life. Your retirement is still far away, and a key goal for your investments should be growth consistent with your risk tolerance. Your asset allocation plan should reflect that goal. As you grow older and closer to retirement, your goal will shift toward lower-risk, income-producing assets and your asset allocation plan will shift accordingly. No matter what your current investment goal is, it’s always important to diversify your assets in order to manage investment risk.
• College Funding