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

With over 29 years 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, Salem and Tewksbury. Give Wendi a call, she's ready to have a conversation with you! Learn More

With over 20 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 meet your life goals. Barbara is FINRA registered to sell securities, and also holds her health and life insurance license. Barbara assists Metro members in Boston, Chelsea, Framingham and Newton. Call Barbara, she's ready to help you! Learn More

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

Questions? We have the answers.

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