Wealth Management

Wealth Management 

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.
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.  We provide comprehensive financial planning and wealth management for individuals, families, and business owners.
With over two decades of experience, we operate with honesty and integrity by putting your interests first.  From investments to retirement, making decisions can be overwhelming, but we have the tools and experience 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.
Check the background of this investment professional on FINRA'S Broker Check.

*Align Financial Planning Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRASIPC , a registered broker/dealer and investment advisor. 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-2392059.1-0119-0221)