Merrimack Valley Financial Consultants
Merrimack Valley Retirement & Investment Services
We all need a little guidance now and again, especially when it comes to important financial decisions like saving for college, investing and planning for retirement.
Merrimack Valley Credit Union is here to help guide members in these areas and more:
- Planning retirement and post retirement
- College planning
- Annual portfolio reviews
- Mutual funds
- Variable and fixed annuities
- Fee-based managed asset programs
- Long-term care
- Life insurance
We know you don’t want to take financial advice from just anyone … That’s why we’ve teamed* with experts like Financial Consultants Michael Daneau and Alyson T. Quinnelly. They can meet with you – obligation and cost free – to help you decide the best way to reach your financial goals.
To learn more about these consultants or to contact them:
Call 800.356.0067, ext. 2197 or email him.
Call 800.356.0067, ext. 2227 or email her.
Merrimack Valley is proud to have helped hundreds of members strategically plan their financial goals. We hope we can do the same for you.
*Financial Planning, Securities, and Insurance Products are offered through LPL Financial, and its affiliates. Member FINRA/SIPC. Merrimack Valley Credit Union is not a broker/dealer and not affiliated with LPL Financial. Investments are not NCUA insured, not guaranteed by the Credit Union, and may lose value.