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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


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

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

Demetra Moore
LPL Financial Advisor
 508-841-0564
dmoore@centralfcu.com


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


Webinars hosted in partnership with TruStage Wealth Management

Event Date & Time
Understanding Medicare October 15th at 6pm Register here

Income for Life

October 29th at 6pm Register here
The 3 Transitions to Retirement November 5th at 6pm Register here

Get to know your rollover options.

December 3rd at 6pm Register here
Women and Investing December 12th at 6pm Register here



Check back often for more informative webinar events being added to the schedule.

  


 

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 


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.

LPL Financial Form CRS