BALANCE TODAY'S NEEDS WITH TOMORROW'S GOALS
Your values, needs and goals are unique. We take the time to understand them so we can create a strategic wealth plan that reflects what's important to you.
Life and long-term care insurance, and annuities, protect you – and what matters most to you – from an unexpected death, illness and even living longer than expected. We can help give you peace of mind in knowing you’ve done the right thing.
A sound investment strategy can pay dividends in the future. The financial world is complex; let NCU Wealth Management break down your investment options and, together, build a strategy for success.
From sending the kids off to college, to completing your last day of work, your future financial goals are important to you. That’s why it’s so important to start planning now.purchases.
We're Here to Help
Financial Representative
Financial Representative
Maria Doukas has worked for Navigant Credit Union since 2008, and was the Financial Coordinator for NCU Wealth Management since 2013. Maria's role changed to an LPL Registered Representative in early 2022. She is bilingual in Portuguese and has led multiple program initiatives over the years.
Financial Advisor
Financial Advisor
Jeffrey Gagnon has a strong history of working with credit union members, their family and their friends. Over the last 15 years, he’s developed meaningful relationships and helped his clients make sound financial decisions consistent to achieve three key financial goals: wealth accumulation during your working years; security and independence in your retirement; and transfer of accumulated wealth to your loved ones.
With his personalized management approach, Jeffrey can evaluate your portfolio and suggest strategies to get you closer to your goals. For a complimentary consultation, contact Jeffrey at 401.233.3107.
EducationFinancial Advisor
Financial Advisor
Reid Hansen has over 25 years of experience in the financial services industry, having worked with high net worth clients, bank customers, insurance policyholders, corporations, and not-for-profits. Prior to joining our team, Reid worked for Citizen Investment Services, TIAA-CREF, Merrill Lynch and Metlife.
Reid actively participates in financial seminars, and is committed to guiding prospects through the financial planning process and following up to ensure his clients are satisfied.
EducationFinancial Advisor
Financial Advisor
Michael has more than 24 years of experience working with individuals and families to help them reach their financial goals. Prior to joining our team, Michael helped the clients of Citizens Bank and Southbridge Credit Union plan their financial futures. His role included developing customized plans that incorporated asset allocation, wealth management, retirement, income and succession planning, along with protection strategies.
Michael utilizes a goals-based approach to get to know you and your family's needs and priorities. With this understanding, he creates an investment strategy tailored to help you manage your financial goals with confidence. For a complimentary consultation, contact Michael at 401.319.2935.
EducationFinancial Services Coordinator
Financial Services Coordinator
Sarah Rivard has worked for Navigant Credit Union since 2017, fulfilling a variety of different positions within the branches. Sarah was promoted to NCU Wealth Management's Financial Services Coordinator in late 2021. She was born and raised in Cumberland, RI.
We look forward to getting to know you and creating your personalized plan.
Complete the form below or call 401.233.4337
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. Navigant Credit Union and NCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using NCU Wealth Management, and may also be employees of Navigant Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Navigant Credit Union or NCU Wealth Management. 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
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The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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