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Millbury Federal Credit Union / LPL Financial

Millbury, United States (US) · Finance and Banking

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#investments

#financial planning

#retirement & college savings

Millbury Federal Credit Union / LPL Financial is a Finance and Banking company based in Millbury, United States (US), with 2-10 employees. Millbury Federal Credit Union / LPL Financial's profile is verified on Enterprise League.

Overview

Millbury Federal Credit Union Investment Services is a leading financial advisory firm based in Massachusetts, specializing in personalized investment planning and wealth management solutions for individuals and families. We combine the stability and member-focused approach of a credit union with the comprehensive investment expertise of LPL Financial. Our services cater to a diverse clientele, from those seeking retirement planning and college savings strategies to sophisticated investors managing substantial portfolios.

We provide objective, unbiased advice, helping clients achieve their financial goals through tailored investment strategies and ongoing support. With a strong commitment to client education and a dedicated team of experienced advisors, we empower our members to build a secure financial future. We focus on delivering accessible and transparent investment services, making complex financial decisions easier to understand and implement.

We are a trusted partner for those seeking comprehensive financial guidance and investment management in the greater Boston area and beyond.
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Contact Details

support@millburycu.com

Millbury, United States (US)

+3

Company Type

Private Limited Company

Employees

2-10

Categories

Financial Services
Finance

Keywords

#investments

#financial planning

#retirement & college savings

Awards

• 2026 OpenSee all

Services

Default Product Image
Investment Management
Financial Services

Our investment management services provide personalized investment strategies tailored to your individual risk tolerance and financial objectives. We offer a wide range of investment options, including stocks, bonds, mutual funds, and ETFs.

N/A

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Financial Planning Services
Financial Services

We offer comprehensive financial planning services to help you define your financial goals, develop a roadmap to achieve them, and manage your investments effectively. Our services include retirement planning, college savings planning, estate planning, and risk management.

N/A

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