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

Get In Touch

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

With decades of experience, Wendi provides expert financial guidance for every stage of life. She supports Metro members in Burlington, Lawrence, Melrose, Reading, and Tewksbury. Ready to take that next step? Wendi's here for you!

Barbara Quinn

Financial Professional

617.488.5433

Email Barbara

Barbara brings years of financial management expertise to help you plan for retirement, manage investments, and achieve your goals. She offers personalized financial guidance to Metro members in Boston, Chelsea, Framingham, Newton, and West Roxbury. Call Barbara today!

Joseph Shea

Financial Professional

617.488.5468

Email Joseph

Looking for guidance on your financial journey? From planning for retirement to managing investments, Joseph works with Metro members at our Commonwealth Ave, Medford, Peabody - Main Street, Peabody - Andover Street, Lynn, Dorchester, Broadway, and Salem branches. Connect with Joseph today and start building your future!

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