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Metro Investment Services

Investing for tomorrow.

Invest in a child's education, retire when you want, or grow your hard-earned savings. No matter what your goals, our Investment Professionals will help you get there. And if you own or manage a business, you can count on Metro Investment Services to create a plan that best balances your needs with those of your employees.

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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

At a Glance

At Metro Investment Services you'll find

  • Good listeners
  • Personalized options
  • One-on-one interactions
  • Guidance and direction

Wendi Cowdrey-Ragon

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. Wendi is happy to have a conversation with you; give her a call at 617.488.5467. Learn More>>

Barbara Quinn

Barbara is a knowledgeable and experienced financial advisor with over 20 years in financial management. 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 at 617.488.5433, she's ready to help you! Learn More>>

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

Questions? We have answers.

*Metro Investment 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.

*Metro Investments Services Financial Professionals 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