Metro Investment Services
Investing for tomorrow.
Invest, retire when you want, or seek growth for your hard-earned savings. No matter what your goals, our Investment Professionals can help you get there. And if you own or manage a business, you can count on Metro Investment Services to create a plan that balances your needs with those of your employees.
Already working with Metro Investment Services?
At a Glance
At Metro Investment Services you'll find
- Good listeners
- Personalized options
- One-on-one interactions
- Guidance and direction
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
Speak with our Financial Professionals
Discover how we can help you pursue your financial goals!
Wendi Cowdrey-Ragon
Financial Professional
617.488.5467With 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
617.488.5433Barbara 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!
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!
Questions? We have 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 |