Financial Products and Services

The Metro Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. This program offers various insurance and investment options that complement traditional credit union savings plans. 


Our experienced financial advisors listen to your needs and then help you make the right financial decisions for you and your family – from your current investments to your long-term goals. Metro can provide information on the following:

  • Investments
  • Retirement Planning
  • Education or Business Funding
  • Mutual Funds
  • Stocks & Bonds
  • ​Insurance

Learn More

For a no cost, no obligation meeting, contact Metro Investment Services financial advisors Barbara Quinn or Wendi Cowdrey-Ragon for assistance with mutual funds, insurance needs, retirement planning, and much more.
 

Barbara Quinn 

617-488-5433

Email Barbara

Wendi Cowdrey-Ragon

617-488-5467

Email Wendi


Some locations are by appointment only.

Check the background of this Investment professional on FINRA's BrokerCheck

*Metro Investments Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members.  Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.  CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. 
FR-2647890.1-0719-0122