Secure Your Future with SMCU Retirement & Investment Services
Achieving a comfortable lifestyle is a universal goal, but navigating the path to get there can feel intimidating. To help you move forward with confidence, SMCU has built a strong partnership with Joe Delano of Delano Financial Management (LPL Financial). Together, we provide our members with insightful, trustworthy guidance designed to turn financial complexity into a clear, actionable plan.
Meet Your Advisor: Joe Delano
With over 25 years of experience in the investment industry, Joe brings a wealth of knowledge and a proven track record to the SMCU community. Whether you are just starting to save or are ready to transition into retirement, Joe offers:
-
No-cost, no-obligation consultations.
-
Personalized answers to your most pressing investment questions.
-
A roadmap tailored to your specific financial goals.
Comprehensive Financial Solutions
Through LPL Financial, we offer a vast array of professional money management products and services to protect & grow your wealth:
| Planning & Strategy | Investment Products | Protection & Legacy |
| Financial Planning | Stocks & Bonds | Life Insurance (Term & Universal) |
| Retirement Planning | Mutual Funds | Long-Term Health Care |
| 401k & IRA Rollovers | Annuities | Estate & Wealth Transfers |
| College Funding (529 Plans) | Fee-Based Asset Management | Trust Services |
Start Your Journey Today
Don’t leave your financial future to chance. Take advantage of a no-cost, no-obligation consultation to ensure you are on the right track.
Joe Delano
Financial Advisor
Registered Principal, LPL Financial
(508) 460-8889
[email protected]
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. St. Mary’s Credit Union and St. Mary’s Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Retirement & Investment Services and may also be employees of St. Mary’s Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of St. Mary’s Credit Union or St. Mary’s Retirement & Investment Services. 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 |
Check the background of your financial professional on FINRA's BrokerCheck.