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Retirement and Investment

The Central One Retirement & Investment Center financial services are 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 Central One Retirement & Investment Center located at Central One Federal Credit Union

Since 1992, Central One Federal Credit Union has been making financial management services available to you located right at the credit union. 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 Central One Retirement & Investment Center 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.

Central One Retirement & Investment Center offers:

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







 

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:
How to Weather a Bear Market  - September 22, 6PM EST (Click to Register)
Rollover Planning  - September 29, 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

Financial Advisor

Phone: 508-841-0506

Email: hdennis@centralfcu.com  

Central One Retirement & Investment Center is located at Central One Federal Credit Union, 714 Main Street, Shrewsbury, MA.

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

Visit the Central One Retirement & Investment Center Website


Get Directions:

Central One Retirement & Investment Center
714 Main Street
Shrewsbury, MA 01545



CUNA Brokerage Services, Inc.

*Central One Retirement & Investment Center 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