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Sarah Lynn Campbell

Expert Financial Advisor & Portfolio Manager

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Sarah Lynn Campbell

Sarah Lynn Campbell

CRD: 5890145 Broker & Financial Advisor

Current Firm

ESL Investment Services, LLC

ABOUT Sarah Lynn Campbell

Sarah Lynn Campbell provides clear, client-focused financial guidance through her work with ESL Investment Services. Licensed across multiple states and backed by more than a decade in the industry, she has supported individuals and families with a wide range of goals, working comfortably with clients at every stage of life.

She is known for simplifying complex investment and her strong emphasis on tax-efficient strategies that help clients optimize long-term profitability. Her approach is practical and transparent, with a consistent focus on steady progress and informed decision making. Outside of her professional, she is a devoted wife and mother of two, bringing the same level of care, patience, and reliability to her work that she values at home.

Qualifications

  • Dually registered as both a Broker and Investment Adviser
  • Industry/Product Exams Passed: 3
  • State Securities Law Exams Passed: 1

Specialties

Retirement Income Planning & Wealth Preservation Portfolio Construction & Diversified Asset Allocation Multi-State Licensing Coverage & Compliance-Aware Planning Change & Transition Advisory High-Net-Worth (HNW) Wealth Management Investment Management

Experience

14+ years

With over 14 years of experience in financial advising and portfolio management, Sarah has helped hundreds of clients achieve their financial goals through strategic planning and disciplined investment approaches.

Office Address

745 Long Pond Road, Rochester, NY

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Studies Show an Advisor Can Boost Your Finance by an Average of 102%

A Vanguard study* shows that a $500,000 investment managed by a financial advisor could grow to over $6.4 million. In contrast, a self-managed portfolio is projected to reach just $1.69 million or less over the same time frame.

*Based on Vanguard's study on advisor value