Investment Services at MAFCU

MAFCU Partners With Munroe Morrow Wealth Management

Greg P. Munroe - Investment Services of MAFCU Credit Union

MAFCU partners with Munroe Morrow Wealth Management to provide members access to financial and investment planning. Munroe Morrow are independent financial representatives who are part of the national independent brokerage firm, LPL Financial.  

Greg Munroe, CFP®, President & Financial Advisor, heads the team that includes Matthew Morrow, Partner & Financial Advisor, and Vincent Allard, Administrative Associate.

Munroe Morrow provides personalized financial planning, investment management, and insurance planning for clients. Areas of expertise include investment and financial planning for retirement income strategies, wealth preservation strategies, protection/insurance planning, education planning, and small businesses.

“We work with clients to design a personal financial plan around their life goals,” says Munroe. “Our focus in on excellent investment and financial advice as we help our clients build, manage and protect their wealth. We thoroughly analyze each client’s investments and provide specific recommendations that are tailored for each client’s individual financial situation and goals. We motivate clients to plan and stay on track towards the achievement of their short and long-term financial goals.”

The Munroe Morrow team is available to meet with individual MAFCU members. Matt Morrow can be reached at 617-600-5491 or matt@mmwealthmanagement.com.  To contact Greg Munroe, please email him at greg@mmwealthmanagement.com or call 617-600-5490. To visit their website, click here.