Broker Check

Frequently Asked Questions

Do I have to be a member of Merrimack Valley Credit Union to use your investment services?

No, you do not have to be a member of Merrimack Valley Credit Union to meet with us or use our services.

How do I make an appointment?

Call the credit union at (800) 356-0067, to speak with Mike (ext.2197) or Alyson (2227) or click on their email link. You may also use the Contact Us form located on our website.

Do you accept walk-ins?

We prefer to meet by appointment in order to provide the best possible service but will do our best to accommodate your immediate needs if you happen in a branch or would like to see us.

Is there a fee to meet with Merrimack Valley Investment and Retirement Services?

There is no fee to meet with us. However, depending on which investment strategies we implement, there may be fees associated those investments or accounts. The fees and expenses will be disclosed in advance to allow you to fully understand your options.

What do I need to get started?

We will need to either set an appointment to meet or chat by phone so that we can begin the process of understanding your needs and goals.

How are you different from a brokerage house or bank program?

The credit union is owned by the MVCU membership and is run exclusively for their benefit. We have no pressure to sell certain products or services. Our mission is to nothing other than to help our members reach their investment and retirement goals through education, advice, and dedicated  service and support.


Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Merrimack Valley Credit Union and Merrimack Valley Retirement and Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

Not NCUA Insured

Not Credit Union Guaranteed

May Lose Value

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the Merrimack Valley Credit Union.