IRA Service Center
MSDFCU encourages members to save for the future, including retirement. Individual Retirement Accounts (IRAs) are a great way to plan for future retirement as well as other long term goals. MSDFCU offers several IRA options visit our IRA Center to learn about, open or service and existing IRA.
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New Britain Financial Advisors
For a more comprehensive retirement and investment plan, MSDFCU encourages you to seek the advice of a professional financial planner. Through New Britain Financial Advisors, you have access to financial management services with a wide range of investments, insurance and transactions at one location. You have convenient access to knowledgeable representatives, valuable information, investment and insurance vehicles, and educational workshops – resources that can help you identify objectives and make sound financial decisions.
The consultation is free.
Bryan S Pecherek, Senior Financial Advisor
Tel: (215) 996-3778
Visit New Britain Financial Advisors
Check the background of investment professionals associated with this site 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. Merck Sharp & Dohme Federal Credit Union (MSDFCU) and New Britain Financial Advisors
registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name New Britain Financial Advisors, and may also be employees of MSDFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of MSDFCU or New Britain Financial Advisors. The New Britain Financial Advisors site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA, & WA. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency
||Not Credit Union Guaranteed
||Not Credit Union Deposits or Obligations
||May Lose Value
Merck Sharp & Dohme Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
New Britain Financial Advisors
335 West Butler Avenue
Chalfont, Pennsylvania 18914
Phone: 215.996.3778 | Fax: 215.996.3779