What can the Retirement Planning and Investment Center* do for you?

Our CFS Financial Advisors continuously work to build relationships with members in providing financial and retirement planning solutions. With an extensive knowledge of the industry’s best practices for 401k rollovers, IRAs, life insurance and long-term care, savings for retirement, and retirement income planning, our financial advisors take each aspect of retirement planning and tailor it to meet your individual needs. 

We offer the following services:

  • Estate Planning
  • Get in control of your investments for your 401k rollover and individual retirement accounts
  • Provide ongoing monitoring of your retirement planning to make sure you meet your goals
  • Life Insurance & Long-Term Care

Contact an Investment Representative today to see how our CFS Financial Advisors can help get you started, call 978-353-7175 or email us.

Broker Check

* 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.

** Investors should consider investment objectives, risks, and charges associated with Section 529 plans prior to investing.  Contact your financial advisor or 529 carrier for more information about municipal fund securities which is available in the issuer's official statement or plan disclosure which should be read carefully prior to investing.