Online Service Center

Welcome to the
Investment and Insurance Center*

The Investment and Insurance Center at Workers' Credit Union provides members with a unique opportunity to gain financial insight into the matters which accompany major life events - job change, preparing for retirement, funding a college education, conserving an estate, protecting loved ones from the expense of long-term health care. Our registered representatives available through CUSO Financial Services L.P. (CFS)* our broker dealer, will work with you to find the right financial solution.

The mission is to serve our members and the credit union community with quality financial counseling and investment products. Our goal is to be a trusted financial resource that educates and supports others to improve their financial lives.

You have been directed here because you currently do not have any accounts with our Investment and Insurance Center*.

Let's Talk. It all begins with a no-obligation discussion of your financial situation to show you how we can help. Please feel free to contact us 978-353-7175 or 800-221-4020 (for non-local calls in MA or NH) or contact us through our web site.

* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker- dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Workers’ Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.