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Metro Investment Services

Helping you pursue financial independence.

We are committed to helping you pursue financial independence, a successful retirement, and a lasting legacy.

Client Focused Wealth Management

Client-Focused Wealth Management

Metro Investment Services focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we’re able to help you anticipate needs and plan for the future.

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

Our Approach to Your Personalized Plan

We use a client-centric process focused on pursuing specific milestones we create together. Our comprehensive, three-step planning process is designed to help identify your needs, implement your strategy, and monitor it to help you stay on course.

1. Assessing Your Needs and Finances

We begin by asking you to complete a confidential personal profile that helps us gain a deep understanding of your current financial situation and goals.

2. Preparing Your Plan

We provide a detailed analysis of your finances, develop a variety of customized
strategies, and offer recommendations to address your future needs.

3. Implementing and Monitoring Your Strategy

Once you select the best approach, we put your personalized plan into action. We then maintain consistent communication with you, carefully monitoring your portfolio and making adjustments, when necessary.

Speak with one of our Financial Professionals and discover how we can help you pursue your financial goals!

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!

Independence Powered by LPL Financial

Metro Investment Services is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with thorough research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thoughtful financial guidance and investment recommendations.

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