AFPG Services

AFPG Services

The Align Financial Planning Group 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

AFPG’s dedicated team of financial planning professionals understand that in order to help secure your financial future, you need to start investing today.  Whether you’re a seasoned investor or just beginning, the Align Financial Planning Group* can handle all your needs. 

Align’s Member-centric approach translates from banking to financial planning and wealth management, meaning that we put our Members’ interests first. From investments to retirement, making decisions can be overwhelming, but we have the experience and tools to help you get where you’re going, whether it’s right around the corner or a decade or two down the road. 

Ready to get started? 
To schedule a no cost, no obligation meeting with Align Financial Planning Group Registered Representative Sean Farrell, contact AFPG Coordinator Nicole Ry by phone at (978) 323-0622 or email.

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*Align Financial Planning Group 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-2392059.2-0321-0423 )