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W.F. Financial Services

The W.F. Financial services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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Invest where you belong with W.F. Financial Services located at Central One

Where do you see yourself in 5, 10, or even 20 years? Do your financial plans align with those goals? What if you had access to an experienced financial professional who cared as much about your future as you do? A Representative of W.F. Financial Services serving Central One Federal Credit Union is available to learn about your goals and work with you on your plan. Together, you’ll create a future that will make those financial plans a reality

W.F. Financial Services offers:

  • Retirement Planning
  • Wealth Management
  • Investment Advice
  • Education Funding
  • 401(K) and Pension Rollovers
  • Long-Term Care Insurance
  • Life Insurance
  • Mutual Funds






 

Complimentary Virtual Financial Educational Workshops

Join us from the comfort of your home or office as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Attend as many virtual workshops as you like. You’ll learn the answers to questions, including:

  • The important rules of the road for receiving Social Security.
  • How can conservative investments help you face today’s economic risks?
  • What sources of income should you draw from and when?
  • How to use annuities to guarantee income for life.
  • How does behavioral finance affect investment decision-making?
Upcoming workshops:
Income for Life - June 16, 6PM EST (Click to Register)
How to weather a Bear Market - June 23, 6PM EST (Click to Register)
Rollover Planning  - June 30, 6PM EST (Click to Register)


 

Schedule a meeting with one of our advisors

Client Login click here.

Jeff Singer

Financial Advisor

Phone: 508-841-0635

Email: jsinger@centralfcu.com  

Hope Dennis

Investment Advisor

Phone: 508-841-0506

Email: hdennis@centralfcu.com  

W.F. Financial Services is located inside Central One's main office at 714 Main Street, Shrewsbury, MA 01545.

 Check the background of this investment professional on FINRA's BrokerCheck

Visit the W.F. Financial Website


Get Directions:

W.F. Financial Services
714 Main Street
Shrewsbury, MA 01545



CUNA Brokerage Services, Inc.

*W.F Financial Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

Tracking #: FR-3059108.1-0420-0522