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Retirement and Investment


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Invest where you belong with Central One Retirement & Investment Center located at Central One Federal Credit Union

Since 1992, we have 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 Guidance
  • Higher Education Funding
  • 401(K) and Pension Rollover Services/ Transition/ Assistance/ Distribution Education
  • Mutual Funds
  • Life Insurance








Schedule a meeting with one of our advisors

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



Jeff Singer
LPL Financial Advisor
 508-841-0635
 jsinger@centralfcu.com

Hope Dennis
LPL Financial Advisor
 508-841-0506
 hdennis@centralfcu.com

Darcy Maltais
Investment Services Coordinator
 508-841-0560
dmaltais@centralfcu.com

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

 

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Visit the Central One Retirement & Investment Center Website



Upcoming Webinars




Medicare Webinar
Date and Time TBD

This webinar will discuss Medicare plans and what you need to know.
Original Medicare Plans A and B
Additional plan's part D, Medicare Advantage and Medigap
Know when to apply to avoid lapse in medical coverage and penalties.

Presented by Hope Dennis of Central One Retirement and Investment Center and 
Graham T. Kimmerer of MFS Financial.
 
 
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Central One Federal Credit Union and Central One Retirement and Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central One Retirement and Investment Center and may also be employees of Central One Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central One Federal Credit Union and Central One Retirement and Investment Center. Securities and insurance offered through LPL, or its affiliates are ,____________________________________________________________________________________________________________________________________________________________
Not Insured by NCUA or Any Other Government Agency, Not Credit Union Guaranteed, Not Credit Union Deposits or Obligations and May Lose Value.                                                 ______________________________________________________________________________________________________________________________________________________________   
Mr. Graham T. Kimmerer, Senior Business Development Strategist of MFS Fund Distributors, Inc., Member SIPC, 111 Huntington Avenue, Boston, MA 02199, is not affiliated with or endorsed by LPL Financial. MFS Fund Distributors, Inc., may have sponsored this seminar by paying for all or a portion of the associated costs. Neither MFS® nor any of its subsidiaries is affiliated with LPL Financial. This material should be used as helpful hints only. Each person’s situation is different. You may want to consult your financial advisor or investment professional before making any decisions. Also, you may want to confirm any decision with a Social Security (1-800-772-1213) or Medicare (1-800-MEDICARE) representative. 
 
 
 

Get Directions:

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



Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Central One Federal Credit Union and Central One Retirement & Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Central One Retirement & Investment Center, and may also be employees of Central One Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Central One Federal Credit Union or Central One Retirement & Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or
Any Other Government Agency
Not Credit Union
Guaranteed
Not Credit Union
Deposits or Obligations
May
Lose Value
Central One Federal Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the financial institution for these referrals. This creates an incentive for the financial institution to make these referrals, resulting in a conflict of interest. The financial institution is not a current client of LPL for advisory services


 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.