Contact Metro Investment Services to discuss the most appropriate retirement plan options for your business and employees.

How can Metro Investment Services help my business?

Metro Investment Services can help you streamline your retirement plan administration as well as assist with plan design, provider selection. on-site enrollment and employee education. We also work one-on-one with your employees to assist with their investment needs.

Does Metro offer insurance for businesses?

Yes, Metro offers business insurance. From property losses related to items such as fire or theft, to liability issues should someone sue – or threaten to. With the proper policies in place, you'll gain peace of mind to do what you do best– running your business. Get a quote

Retirement Planning (Business) | Metro Credit Union

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Retirement Planning

Attract and retain the best employees by offering benefits they'll love.

To remain an attractive employer in today's crowded marketplace, it's important to offer your employees more than just a strong base salary. A competitive benefits package, which includes a retirement savings plan, is a key component to any job offer.

At a Glance

401K & Defined Benefit plans

Profit sharing plans

Money purchase plans

Meet Our Financial Professionals

Wendi Cowdrey-Ragon

Financial Professional

617.488.5467

Email Wendi

Barbara Quinn

Financial Professional

617.488.5433

Email Barbara

With decades of personal financial management experience, Wendi can help you no matter what your stage of life. She assists Metro members in Burlington, Lawrence, Lynn, Melrose, Peabody, Reading, Salem, and Tewksbury. Give Wendi a call, she's ready to have a conversation with you!

With many years in financial management, Barbara is a knowledgeable and experienced financial advisor. She is available to provide personal financial management services to help you plan for retirement, manage your investments, and pursue your life goals. Barbara assists Metro members in Boston, Chelsea, Dorchester, Framingham, Medford, Newton, West Roxbury. Call Barbara, she's ready to help you!

Check the background of these Investment professional on FINRA's BrokerCheck.

Questions? We have the answers.

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. Metro Credit Union name and Metro Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Metro Investment Services, and may also be employees of Metro Credit Union. 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. 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