Bridgewater Credit Union
Financial Advisor

business investment services

Find the investment help you need all in one place: Bridgewater Credit Union. Our Financial Services Center is available to help you determine your financial goals and invest for your potential financial well-being. We believe in the credit union philosophy of "people helping people."

Different types of investments have different expected performance. We help you as individuals and as business owners understand and select investments that can work towards attaining your objectives. These services include but are not limited to:

  • Financial planning
  • 401(k) Services
  • Employer Sponsored Plans
  • College Savings
  • Portfolio Analysis
  • Income Tax Minimization
  • Long Term Care & Life Insurance
  • Investment Strategies
  • IRA Rollovers
  • Qualified Retirement Planning

Learn more about the opportunities and benefits of our Investment Services by contacting us at 1.800.897.0343 or visit us at Bridgewater Credit Union's Financial Site.

 Have questions about our products or services for businesses? Send them by using the link below.

MSIC Intercept SUM

NMLS# 644173

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