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
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
- 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.
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
Not Credit Union
Deposits or Obligations