Can someone at Metro help me figure out my financial life goals?

Yes! Our Investment Professionals can help you with personalized guidance to help meet your goals.

I just got my first job. Is now a good time to start planning for retirement?

It's never too early to start planning for retirement! The sooner you start saving the better prepared you'll be to live out your retirement dreams. Metro's Investment Advisors can help you develop a retirement plan that's right for you.

What's a mutual fund? Is it a safe investment?

A mutual fund is an investment fund that pools money from many investors to purchase stock, bonds, or securities that you might not be able to purchase on your own. Mutual funds are generally considered to be a safe investment.

Get In Touch

Metro Investment Services

Investing for tomorrow.

Invest, retire when you want, or seek growth for your hard-earned savings. No matter what your goals, our Investment Professionals can help you get there. And if you own or manage a business, you can count on Metro Investment Services to create a plan that balances your needs with those of your employees.

At a Glance

At Metro Investment Services you'll find

Good listeners
Personalized options
One-on-one interactions
Guidance and direction

Strategies for Your Wealth Management Needs

We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, then monitor it to help you stay on track. Our services and strategies include:

Retirement planning
Business strategies
Investment planning
Small business strategies
Estate planning

Insurance
Education planning
Risk management
Tax strategies
Gifting strategies

Speak with our Financial Professionals

Discover how we can help you pursue your financial goals!

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!

Contact Wendi or Barbara

Questions? We have answers.

LPL Financial Form CRS

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