Connecting Your Financial Needs

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

Align Credit Union was founded as a telephone workers credit union to provide financial resources for area phone company employees and their families.  The Align Financial Planning Group has over 25 years of experience and assisted thousands of Verizon executives, managers, and associates navigate the road to retirement and make sound investment decisions.
At the Align Financial Planning Group, we provide investment strategies focused on retirement and beyond, including IRA rollovers and lump-sum investments.  We understand the retirement process and can help you optimize your benefits by giving you a complete picture of what you will receive. During a comprehensive review and analysis, we will walk you through all the steps, whether you’re leaving the company via a voluntary retirement, a RIF, or an EIPP.
Our highly personalized process combined with over two decades of financial planning experience ensure that your investments will be handled with honesty and integrity.

Questions about retiring from the telephone company?
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.
Check the background of this investment professional on FINRA'S Broker Check.

*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)