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Insurance Services Financial Planning

Personal

Personal

 

GFA Financial Group

Whether your financial affairs are relatively simple or very complex, a financial professional can help you develop an investment strategy that's right for you and can provide insight on how to plan for many of life's major events.

  • If you have not yet begun an investment program, or would like to review your current investments, your experienced GFA Financial Group professional is ready to help you plan your future. Call today for a free consultation about your investment choices: (978) 632-2542.

  • With GFA Financial Group, you have a trusted resource to assist you with the following:

    Investment Services

    • 401k Rollovers
    • 403b Plans
    • Annuities
    • Asset Allocation Planning
    • Bonds
    • Capital Gains Tax Strategies
    • Direct Investments
    • Education & College Planning
    • Estate Planning
    • Long Term Care
    • Municipal Bonds
    • Mutual Funds
    • Client Portfolio Management
    • Retirement Planning
    • Roth IRAs
    • Stocks
    • Tax Deferred Investments
    • Tax Exempt Investments
    • Tax Strategies
    • Traditional IRAs

 

Call 978-632-2542 to talk to a GFA Financial Group professional today, or learn more about what we have to offer.

Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA / SIPC



Securities and insurance products offered through LPL Financial and its affiliates, Member FINRA/SIPC



Insurance products which are available are not deposits of GFA Federal Credit Union and are not protected by any type of deposit insurance and are not insured by any federal government agency, are not obligations of or guaranteed by GFA Federal Credit Union, and may be subject to risk. Any insurance required as a condition of the extension of credit by GFA Federal Credit Union need not be purchased from GFA insurance Services, LLC but may, wihtout affecting the approval of the appliation for an extension of credit, be purchased from an agent or insurance company of the Member's choice.