Investment Services

FR Investment Group started with a dream, and from that we forged a firm dedicated to high moral and financial standards. We believe in developing personal, life-long relationships with all our clients to help them pursue financial stability. We understand that every client has a unique story, so we customize the experience to each financial situation. Our clients pursue lifelong dreams and we offer support every step of the way.

FR Investment Group is excited to offer financial service programs for Alden Credit Union Members located at the Credit Union. We offer various insurance and investment programs that may complement your overall financial plan.

Some of the products and services we offer access to include:

  • 401(k) / Pension Rollovers
  • Retirement Planning
  • Education Funding
  • Mutual Funds
  • Life Insurance
  • Long-Term Care Insurance
  • Wealth Management

FR Investment Group is designed to assist credit union members — from those just starting an investment plan to those with sizable assets looking for more sophisticated management tools.

Whether you’re looking for guidance on just one financial issue you want to tackle today, or if you’re interested in putting together a comprehensive plan, please contact FR Investment Group for a no-cost, no-obligation analysis.

Click here to visit FR Investment Group’s website.

Check the background of this investment professional on FINRA’s BrokerCheck.

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. Alden Credit Union and FR Investment Group are not registered as a broker-dealer. Registered representatives of LPL offer products and services using FR Investment Group, and may also be employees of Alden Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Alden Credit Union or FR Investment Group. Securities and insurance offered through LPL or its affiliates are:

 

Not Insured by NCUA or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.