Other Services

Financial Wellness Program

Free education and resources for your personal financial success. You now have direct access to leading experts in these financial fields.

Metrowest: Banking & Credit Counseling

  • Learn how to maximize your credit score and minimize the interest you pay.
  • Contact MetroWest CFCU 508-879-5522

Ameriprise Financial: Personal & Family Financial Planning

  • Learn about saving for your retirement, children’s education, and other financial goals.
  • Contact: Ameriprise Financial
  • Phone: (781) 237-0200
  • Website: www.ameriprise.com

Home Benefit IQ: Home Buying Education & Advice

  • Learn tips on purchasing, selling, renting, getting a mortgage, refinancing, insuring, and saving for a home.
  • Contact: Home Benefit IQ
  • Phone: (617) 895-9458
  • Website: www.homebenefitiq.com

Fitts Insurance: Home, Auto, & Life Insurance

  • Learn how to protect yourself better while reducing what you pay for insurance.
  • Contact: Fitts Insurance
  • Phone: (508) 620-6200
  • Website: www.Fittsinsurance.com